Boston Financial Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $973K | Hold |
4,580
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $1.02M | Sell |
4,580
-401
| -8% | -$89.5K | 0.03% | 191 |
|
|
2024
Q2 | $1.05M | Buy |
4,981
+57
| +1% | +$12K | 0.03% | 186 |
|
|
2024
Q1 | $1.01M | Hold |
4,924
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $933K | Hold |
4,924
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $937K | Sell |
4,924
-42
| -0.8% | -$7.99K | 0.04% | 183 |
|
|
2023
Q2 | $934K | Buy |
4,966
+476
| +11% | +$89.5K | 0.03% | 191 |
|
|
2023
Q1 | $748K | Buy |
4,490
+6
| +0.1% | +$999 | 0.03% | 196 |
|
|
2022
Q4 | $742K | Buy |
4,484
+802
| +22% | +$133K | 0.03% | 202 |
|
|
2022
Q3 | $550K | Buy |
3,682
+4
| +0.1% | +$598 | 0.02% | 209 |
|
|
2022
Q2 | $571K | Buy |
3,678
+183
| +5% | +$28.4K | 0.02% | 197 |
|
|
2022
Q1 | $596K | Buy |
3,495
+1,794
| +105% | +$306K | 0.02% | 197 |
|
|
2021
Q4 | $296K | Buy |
1,701
+6
| +0.4% | +$1.04K | 0.01% | 227 |
|
|
2021
Q3 | $257K | Sell |
1,695
-250
| -13% | -$37.9K | 0.01% | 234 |
|
|
2021
Q2 | $274K | Hold |
1,945
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $237K | Sell |
1,945
-250
| -11% | -$30.5K | 0.01% | 217 |
|
|
2020
Q4 | $257K | Sell |
2,195
-570
| -21% | -$66.7K | 0.01% | 214 |
|
|
2020
Q3 | $317K | Sell |
2,765
-195
| -7% | -$22.4K | 0.02% | 203 |
|
|
2020
Q2 | $318K | Buy |
2,960
+480
| +19% | +$51.6K | 0.02% | 194 |
|
|
2020
Q1 | $214K | Sell |
2,480
-6,350
| -72% | -$548K | 0.01% | 220 |
|
|
2019
Q4 | $984K | Sell |
8,830
-180
| -2% | -$20.1K | 0.05% | 134 |
|
|
2019
Q3 | $901K | Hold |
9,010
| – | – | 0.05% | 141 |
|
|
2019
Q2 | $899K | Hold |
9,010
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $846K | Sell |
9,010
-257
| -3% | -$24.1K | 0.05% | 146 |
|
|
2018
Q4 | $739K | Buy |
9,267
+257
| +3% | +$20.5K | 0.05% | 154 |
|
|
2018
Q3 | $745K | Buy |
+9,010
| New | +$745K | 0.04% | 181 |
|
|
2017
Q2 | – | Sell |
-2,975
| Closed | -$220K | – | 278 |
|
|
2017
Q1 | $220K | Hold |
2,975
| – | – | 0.02% | 254 |
|
|
2016
Q4 | $201K | Buy |
+2,975
| New | +$201K | 0.02% | 260 |
|