Boltwood Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
4,567
-55
| -1% | -$12K | 0.28% | 80 |
|
|
2025
Q1 | $1.13M | Sell |
4,622
-374
| -7% | -$91.3K | 0.34% | 71 |
|
|
2024
Q4 | $1.06M | Sell |
4,996
-109
| -2% | -$23.2K | 0.32% | 74 |
|
|
2024
Q3 | $1.14M | Sell |
5,105
-232
| -4% | -$51.8K | 0.34% | 70 |
|
|
2024
Q2 | $1.12M | Sell |
5,337
-157
| -3% | -$33.1K | 0.35% | 70 |
|
|
2024
Q1 | $1.13M | Sell |
5,494
-50
| -0.9% | -$10.3K | 0.35% | 69 |
|
|
2023
Q4 | $1.05M | Sell |
5,544
-38
| -0.7% | -$7.2K | 0.35% | 71 |
|
|
2023
Q3 | $1.06M | Sell |
5,582
-107
| -2% | -$20.4K | 0.39% | 66 |
|
|
2023
Q2 | $1.07M | Hold |
5,689
| – | – | 0.39% | 68 |
|
|
2023
Q1 | $948K | Sell |
5,689
-21
| -0.4% | -$3.5K | 0.35% | 74 |
|
|
2022
Q4 | $945K | Sell |
5,710
-77
| -1% | -$12.7K | 0.38% | 68 |
|
|
2022
Q3 | $864K | Buy |
5,787
+12
| +0.2% | +$1.79K | 0.4% | 69 |
|
|
2022
Q2 | $897K | Sell |
5,775
-150
| -3% | -$23.3K | 0.39% | 77 |
|
|
2022
Q1 | $1.01M | Sell |
5,925
-272
| -4% | -$46.4K | 0.39% | 78 |
|
|
2021
Q4 | $1.08M | Buy |
6,197
+40
| +0.6% | +$6.95K | 0.4% | 82 |
|
|
2021
Q3 | $932K | Sell |
6,157
-17
| -0.3% | -$2.57K | 0.38% | 82 |
|
|
2021
Q2 | $869K | Sell |
6,174
-113
| -2% | -$15.9K | 0.36% | 86 |
|
|
2021
Q1 | $766K | Buy |
6,287
+37
| +0.6% | +$4.51K | 0.34% | 84 |
|
|
2020
Q4 | $731K | Buy |
6,250
+60
| +1% | +$7.02K | 0.36% | 83 |
|
|
2020
Q3 | $710K | Buy |
6,190
+75
| +1% | +$8.6K | 0.4% | 82 |
|
|
2020
Q2 | $657K | Buy |
6,115
+1,240
| +25% | +$133K | 0.4% | 79 |
|
|
2020
Q1 | $421K | Buy |
+4,875
| New | +$421K | 0.3% | 90 |
|