Boston Research & 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 | $528K | Hold |
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|
2025
Q2 | $572K | Hold |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $584K | Hold |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $492K | Hold |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $455K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $208K | Hold |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $213K | Sell |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $208K | Buy |
|