Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $973K | Hold |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $933K | Hold |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $934K | Buy |
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|
2023
Q1 | $748K | Buy |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $257K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $984K | Sell |
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|
2019
Q3 | $901K | Hold |
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|
2019
Q2 | $899K | Hold |
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|
2019
Q1 | $846K | Sell |
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|
2018
Q4 | $739K | Buy |
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|
2018
Q3 | $745K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $201K | Buy |
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