Chesley Taft & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
6,120
+21
| +0.3% | +$4.59K | 0.06% | 182 |
|
|
2025
Q1 | $1.49M | Sell |
6,099
-367
| -6% | -$89.6K | 0.07% | 168 |
|
|
2024
Q4 | $1.37M | Sell |
6,466
-925
| -13% | -$196K | 0.06% | 173 |
|
|
2024
Q3 | $1.65M | Hold |
7,391
| – | – | 0.08% | 154 |
|
|
2024
Q2 | $1.56M | Sell |
7,391
-224
| -3% | -$47.2K | 0.08% | 151 |
|
|
2024
Q1 | $1.57M | Sell |
7,615
-45
| -0.6% | -$9.27K | 0.08% | 153 |
|
|
2023
Q4 | $1.45M | Sell |
7,660
-480
| -6% | -$90.9K | 0.08% | 156 |
|
|
2023
Q3 | $1.55M | Sell |
8,140
-555
| -6% | -$106K | 0.1% | 137 |
|
|
2023
Q2 | $1.64M | Sell |
8,695
-25
| -0.3% | -$4.7K | 0.1% | 144 |
|
|
2023
Q1 | $1.45M | Sell |
8,720
-575
| -6% | -$95.8K | 0.1% | 152 |
|
|
2022
Q4 | $1.54M | Sell |
9,295
-50
| -0.5% | -$8.27K | 0.11% | 146 |
|
|
2022
Q3 | $1.4M | Hold |
9,345
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $1.45M | Sell |
9,345
-400
| -4% | -$62.1K | 0.1% | 147 |
|
|
2022
Q1 | $1.64M | Sell |
9,745
-100
| -1% | -$16.9K | 0.1% | 149 |
|
|
2021
Q4 | $1.71M | Sell |
9,845
-250
| -2% | -$43.4K | 0.09% | 153 |
|
|
2021
Q3 | $1.53M | Sell |
10,095
-95
| -0.9% | -$14.4K | 0.09% | 159 |
|
|
2021
Q2 | $1.43M | Sell |
10,190
-266
| -3% | -$37.4K | 0.08% | 160 |
|
|
2021
Q1 | $1.31M | Buy |
10,456
+11
| +0.1% | +$1.37K | 0.08% | 162 |
|
|
2020
Q4 | $1.22M | Hold |
10,445
| – | – | 0.08% | 154 |
|
|
2020
Q3 | $1.2M | Sell |
10,445
-200
| -2% | -$22.9K | 0.09% | 151 |
|
|
2020
Q2 | $1.14M | Sell |
10,645
-90
| -0.8% | -$9.66K | 0.09% | 152 |
|
|
2020
Q1 | $928K | Sell |
10,735
-550
| -5% | -$47.5K | 0.08% | 148 |
|
|
2019
Q4 | $1.26M | Sell |
11,285
-30
| -0.3% | -$3.34K | 0.09% | 149 |
|
|
2019
Q3 | $1.13M | Sell |
11,315
-45
| -0.4% | -$4.5K | 0.09% | 150 |
|
|
2019
Q2 | $1.13M | Sell |
11,360
-400
| -3% | -$39.9K | 0.09% | 147 |
|
|
2019
Q1 | $1.1M | Sell |
11,760
-900
| -7% | -$84.5K | 0.09% | 150 |
|
|
2018
Q4 | $1.01M | Hold |
12,660
| – | – | 0.1% | 152 |
|
|
2018
Q3 | $1.05M | Sell |
12,660
-100
| -0.8% | -$8.27K | 0.08% | 166 |
|
|
2018
Q2 | $1.05M | Sell |
12,760
-200
| -2% | -$16.4K | 0.09% | 168 |
|
|
2018
Q1 | $1.07M | Sell |
12,960
-200
| -2% | -$16.5K | 0.1% | 162 |
|
|
2017
Q4 | $1.07M | Sell |
13,160
-1,740
| -12% | -$142K | 0.09% | 168 |
|
|
2017
Q3 | $1.25M | Sell |
14,900
-1,344
| -8% | -$113K | 0.11% | 156 |
|
|
2017
Q2 | $1.27M | Sell |
16,244
-480
| -3% | -$37.4K | 0.11% | 152 |
|
|
2017
Q1 | $1.24M | Sell |
16,724
-100
| -0.6% | -$7.39K | 0.12% | 147 |
|
|
2016
Q4 | $1.14M | Sell |
16,824
-1,260
| -7% | -$85.2K | 0.11% | 151 |
|
|
2016
Q3 | $1.22M | Hold |
18,084
| – | – | 0.12% | 131 |
|
|
2016
Q2 | $1.24M | Sell |
18,084
-1,200
| -6% | -$82.2K | 0.13% | 136 |
|
|
2016
Q1 | $1.17M | Hold |
19,284
| – | – | 0.12% | 134 |
|
|
2015
Q4 | $1.07M | Sell |
19,284
-5,000
| -21% | -$277K | 0.11% | 138 |
|
|
2015
Q3 | $1.27M | Sell |
24,284
-1,800
| -7% | -$94K | 0.14% | 118 |
|
|
2015
Q2 | $1.48M | Sell |
26,084
-100
| -0.4% | -$5.67K | 0.15% | 114 |
|
|
2015
Q1 | $1.47M | Sell |
26,184
-839
| -3% | -$47.1K | 0.15% | 116 |
|
|
2014
Q4 | $1.55M | Sell |
27,023
-571
| -2% | -$32.7K | 0.16% | 117 |
|
|
2014
Q3 | $1.44M | Hold |
27,594
| – | – | 0.15% | 119 |
|
|
2014
Q2 | $1.43M | Buy |
27,594
+39
| +0.1% | +$2.02K | 0.15% | 122 |
|
|
2014
Q1 | $1.36M | Hold |
27,555
| – | – | 0.15% | 122 |
|
|
2013
Q4 | $1.33M | Sell |
27,555
-623
| -2% | -$30.1K | 0.13% | 137 |
|
|
2013
Q3 | $1.23M | Hold |
28,178
| – | – | 0.13% | 145 |
|
|
2013
Q2 | $1.13M | Buy |
+28,178
| New | +$1.13M | 0.13% | 143 |
|