Boltwood Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $912K | Sell |
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|
2025
Q2 | $999K | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $945K | Sell |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $897K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $932K | Sell |
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|
2021
Q2 | $869K | Sell |
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|
2021
Q1 | $766K | Buy |
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|
2020
Q4 | $731K | Buy |
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|
2020
Q3 | $710K | Buy |
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|
2020
Q2 | $657K | Buy |
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|
2020
Q1 | $421K | Buy |
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