Carnegie Investment Counsel’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 | $19.6M | Sell |
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|
2025
Q2 | $22.6M | Buy |
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|
2025
Q1 | $21.2M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $20.1M | Buy |
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|
2024
Q2 | $18.9M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $4M | Sell |
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|
2022
Q1 | $4.43M | Buy |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $3.89M | Sell |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $795K | Buy |
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|
2020
Q1 | $624K | Buy |
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|
2019
Q4 | $645K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $578K | Hold |
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|
2019
Q1 | $544K | Hold |
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|
2018
Q4 | $462K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $451K | Sell |
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|
2017
Q4 | $474K | Buy |
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|
2017
Q3 | $480K | Hold |
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|
2017
Q2 | $448K | Buy |
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