BFO
Boston Family Office’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Sell |
105,293
-208
| -0.2% | -$45.5K | 1.53% | 20 |
|
|
2025
Q1 | $25.7M | Sell |
105,501
-1,663
| -2% | -$406K | 1.82% | 13 |
|
|
2024
Q4 | $22.8M | Sell |
107,164
-1,451
| -1% | -$308K | 1.56% | 20 |
|
|
2024
Q3 | $24.2M | Sell |
108,615
-331
| -0.3% | -$73.8K | 1.64% | 18 |
|
|
2024
Q2 | $23M | Sell |
108,946
-1,408
| -1% | -$297K | 1.65% | 17 |
|
|
2024
Q1 | $22.7M | Sell |
110,354
-4,688
| -4% | -$966K | 1.64% | 17 |
|
|
2023
Q4 | $21.8M | Buy |
115,042
+1,477
| +1% | +$280K | 1.64% | 19 |
|
|
2023
Q3 | $21.6M | Buy |
113,565
+3,896
| +4% | +$741K | 1.77% | 15 |
|
|
2023
Q2 | $20.6M | Sell |
109,669
-4,702
| -4% | -$884K | 1.58% | 16 |
|
|
2023
Q1 | $19M | Sell |
114,371
-6,839
| -6% | -$1.14M | 1.53% | 18 |
|
|
2022
Q4 | $20.1M | Sell |
121,210
-1,428
| -1% | -$236K | 1.67% | 16 |
|
|
2022
Q3 | $18.3M | Sell |
122,638
-4,299
| -3% | -$642K | 1.63% | 17 |
|
|
2022
Q2 | $19.7M | Sell |
126,937
-7,600
| -6% | -$1.18M | 1.65% | 15 |
|
|
2022
Q1 | $22.9M | Sell |
134,537
-6,459
| -5% | -$1.1M | 1.63% | 16 |
|
|
2021
Q4 | $24.5M | Sell |
140,996
-6,509
| -4% | -$1.13M | 1.59% | 17 |
|
|
2021
Q3 | $22.3M | Sell |
147,505
-35,244
| -19% | -$5.34M | 1.62% | 16 |
|
|
2021
Q2 | $25.7M | Sell |
182,749
-25,287
| -12% | -$3.56M | 1.83% | 13 |
|
|
2021
Q1 | $28.4M | Sell |
208,036
-67,784
| -25% | -$9.25M | 2.13% | 8 |
|
|
2020
Q4 | $32.3M | Sell |
275,820
-24,078
| -8% | -$2.82M | 2.48% | 6 |
|
|
2020
Q3 | $34.4M | Sell |
299,898
-12,184
| -4% | -$1.4M | 3.12% | 3 |
|
|
2020
Q2 | $33.5M | Sell |
312,082
-8,145
| -3% | -$875K | 3.26% | 3 |
|
|
2020
Q1 | $27.7M | Sell |
320,227
-13,940
| -4% | -$1.21M | 3.27% | 2 |
|
|
2019
Q4 | $37.2M | Buy |
334,167
+156,985
| +89% | +$17.5M | 3.54% | 2 |
|
|
2019
Q3 | $17.7M | Sell |
177,182
-2,095
| -1% | -$210K | 1.84% | 10 |
|
|
2019
Q2 | $17.9M | Sell |
179,277
-2,120
| -1% | -$211K | 1.86% | 11 |
|
|
2019
Q1 | $17M | Buy |
181,397
+6,970
| +4% | +$654K | 1.84% | 9 |
|
|
2018
Q4 | $13.9M | Sell |
174,427
-802
| -0.5% | -$64K | 1.73% | 9 |
|
|
2018
Q3 | $14.5M | Sell |
175,229
-675
| -0.4% | -$55.8K | 1.53% | 15 |
|
|
2018
Q2 | $14.4M | Buy |
175,904
+180
| +0.1% | +$14.8K | 1.63% | 13 |
|
|
2018
Q1 | $14.5M | Sell |
175,724
-1,050
| -0.6% | -$86.7K | 1.66% | 9 |
|
|
2017
Q4 | $14.4M | Sell |
176,774
-3,065
| -2% | -$249K | 1.58% | 12 |
|
|
2017
Q3 | $15.1M | Sell |
179,839
-1,271
| -0.7% | -$107K | 1.71% | 8 |
|
|
2017
Q2 | $14.1M | Sell |
181,110
-302
| -0.2% | -$23.5K | 1.67% | 11 |
|
|
2017
Q1 | $13.4M | Sell |
181,412
-425
| -0.2% | -$31.4K | 1.65% | 12 |
|
|
2016
Q4 | $12.3M | Sell |
181,837
-206
| -0.1% | -$13.9K | 1.6% | 14 |
|
|
2016
Q3 | $12.2M | Sell |
182,043
-4,150
| -2% | -$279K | 1.59% | 16 |
|
|
2016
Q2 | $12.7M | Sell |
186,193
-435
| -0.2% | -$29.8K | 1.65% | 15 |
|
|
2016
Q1 | $11.3M | Buy |
186,628
+11,140
| +6% | +$677K | 1.49% | 18 |
|
|
2015
Q4 | $9.73M | Sell |
175,488
-11,070
| -6% | -$614K | 1.33% | 19 |
|
|
2015
Q3 | $9.74M | Buy |
186,558
+1,120
| +0.6% | +$58.5K | 1.36% | 19 |
|
|
2015
Q2 | $10.5M | Sell |
185,438
-4,405
| -2% | -$250K | 1.32% | 19 |
|
|
2015
Q1 | $10.6M | Buy |
189,843
+5,291
| +3% | +$297K | 1.32% | 18 |
|
|
2014
Q4 | $10.6M | Sell |
184,552
-1,212
| -0.7% | -$69.4K | 1.32% | 17 |
|
|
2014
Q3 | $9.72M | Sell |
185,764
-430
| -0.2% | -$22.5K | 1.25% | 20 |
|
|
2014
Q2 | $9.65M | Sell |
186,194
-680
| -0.4% | -$35.2K | 1.22% | 20 |
|
|
2014
Q1 | $9.21M | Buy |
186,874
+115
| +0.1% | +$5.67K | 1.22% | 22 |
|
|
2013
Q4 | $9.03M | Sell |
186,759
-25
| -0% | -$1.21K | 1.19% | 22 |
|
|
2013
Q3 | $8.13M | Sell |
186,784
-2,400
| -1% | -$105K | 1.16% | 23 |
|
|
2013
Q2 | $7.55M | Buy |
+189,184
| New | +$7.55M | 1.15% | 25 |
|