BWM
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Baystate Wealth Management’s Marsh & McLennan MMC Stock Holding History

Baystate Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$2.3K Buy
12
+2
+20% +$384 ﹤0.01% 1032
2023
Q3 		$2.07K Sell
10
-32
-76% -$6.61K ﹤0.01% 799
2023
Q2 		$8.07K Hold
42
– – ﹤0.01% 610
2023
Q1 		$7.13K Buy
42
+26
+163% +$4.41K ﹤0.01% 620
2022
Q4 		$3K Buy
16
+6
+60% +$1.13K ﹤0.01% 744
2022
Q3 		$2K Hold
10
– – ﹤0.01% 758
2022
Q2 		$2K Hold
10
– – ﹤0.01% 771
2022
Q1 		$2K Sell
10
-12
-55% -$2.4K ﹤0.01% 765
2021
Q4 		$4K Buy
22
+12
+120% +$2.18K ﹤0.01% 679
2021
Q3 		$2K Hold
10
– – ﹤0.01% 688
2021
Q2 		$1K Hold
10
– – ﹤0.01% 750
2021
Q1 		$1K Hold
10
– – ﹤0.01% 680
2020
Q4 		$1K Hold
10
– – ﹤0.01% 632
2020
Q3 		$1K Hold
10
– – ﹤0.01% 597
2020
Q2 		$1K Sell
10
-468
-98% -$46.8K ﹤0.01% 611
2020
Q1 		$41K Hold
478
– – 0.01% 209
2019
Q4 		$53K Hold
478
– – 0.01% 223
2019
Q3 		$48K Hold
478
– – 0.01% 207
2019
Q2 		$48K Sell
478
-20
-4% -$2.01K 0.01% 214
2019
Q1 		$47K Buy
498
+20
+4% +$1.89K 0.01% 217
2018
Q4 		$40K Buy
478
+468
+4,680% +$39.2K 0.01% 229
2018
Q3 		$1K Hold
10
– – ﹤0.01% 613
2018
Q2 		$1K Hold
10
– – ﹤0.01% 626
2018
Q1 		$1K Hold
10
– – ﹤0.01% 593
2017
Q4 		$1K Hold
10
– – ﹤0.01% 590
2017
Q3 		$1K Hold
10
– – ﹤0.01% 570
2017
Q2 		$1K Hold
10
– – ﹤0.01% 597
2017
Q1 		$1K Buy
+10
New +$1K ﹤0.01% 562
2013
Q3 		– Sell
-52
Closed -$2K – 151
2013
Q2 		$2K Buy
+52
New +$2K ﹤0.01% 273