Chevy Chase Trust’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 | $57.1M | Buy |
261,154
+2,798
| +1% | +$612K | 0.17% | 122 |
|
|
2025
Q1 | $63M | Sell |
258,356
-74
| -0% | -$18.1K | 0.2% | 107 |
|
|
2024
Q4 | $54.9M | Sell |
258,430
-5,971
| -2% | -$1.27M | 0.17% | 116 |
|
|
2024
Q3 | $59M | Sell |
264,401
-5,337
| -2% | -$1.19M | 0.18% | 110 |
|
|
2024
Q2 | $56.8M | Sell |
269,738
-3,786
| -1% | -$798K | 0.18% | 111 |
|
|
2024
Q1 | $56.3M | Sell |
273,524
-3,077
| -1% | -$634K | 0.18% | 117 |
|
|
2023
Q4 | $52.4M | Sell |
276,601
-2,162
| -0.8% | -$410K | 0.19% | 115 |
|
|
2023
Q3 | $53M | Sell |
278,763
-6,996
| -2% | -$1.33M | 0.21% | 101 |
|
|
2023
Q2 | $53.7M | Sell |
285,759
-3,053
| -1% | -$574K | 0.2% | 108 |
|
|
2023
Q1 | $48.1M | Buy |
288,812
+2,333
| +0.8% | +$389K | 0.19% | 116 |
|
|
2022
Q4 | $47.4M | Sell |
286,479
-19,422
| -6% | -$3.21M | 0.2% | 114 |
|
|
2022
Q3 | $45.7M | Buy |
305,901
+1,548
| +0.5% | +$231K | 0.2% | 112 |
|
|
2022
Q2 | $47.3M | Sell |
304,353
-453
| -0.1% | -$70.3K | 0.2% | 117 |
|
|
2022
Q1 | $51.9M | Buy |
304,806
+792
| +0.3% | +$135K | 0.18% | 123 |
|
|
2021
Q4 | $52.8M | Sell |
304,014
-8,268
| -3% | -$1.44M | 0.17% | 123 |
|
|
2021
Q3 | $47.3M | Sell |
312,282
-12,983
| -4% | -$1.97M | 0.16% | 129 |
|
|
2021
Q2 | $45.8M | Sell |
325,265
-16,603
| -5% | -$2.34M | 0.16% | 141 |
|
|
2021
Q1 | $41.6M | Sell |
341,868
-24,333
| -7% | -$2.96M | 0.15% | 148 |
|
|
2020
Q4 | $42.8M | Sell |
366,201
-10,518
| -3% | -$1.23M | 0.15% | 151 |
|
|
2020
Q3 | $43.2M | Sell |
376,719
-35,052
| -9% | -$4.02M | 0.17% | 128 |
|
|
2020
Q2 | $44.2M | Sell |
411,771
-18,635
| -4% | -$2M | 0.18% | 126 |
|
|
2020
Q1 | $37.2M | Buy |
430,406
+7,308
| +2% | +$632K | 0.17% | 136 |
|
|
2019
Q4 | $47.1M | Sell |
423,098
-1,274
| -0.3% | -$142K | 0.18% | 128 |
|
|
2019
Q3 | $42.5M | Sell |
424,372
-4,028
| -0.9% | -$403K | 0.17% | 133 |
|
|
2019
Q2 | $42.7M | Buy |
428,400
+5,636
| +1% | +$562K | 0.18% | 129 |
|
|
2019
Q1 | $39.9M | Buy |
422,764
+6,695
| +2% | +$631K | 0.16% | 137 |
|
|
2018
Q4 | $33.2M | Buy |
416,069
+167
| +0% | +$13.3K | 0.16% | 145 |
|
|
2018
Q3 | $34.4M | Sell |
415,902
-12,494
| -3% | -$1.03M | 0.14% | 162 |
|
|
2018
Q2 | $35.1M | Sell |
428,396
-1,896
| -0.4% | -$155K | 0.15% | 156 |
|
|
2018
Q1 | $35.5M | Sell |
430,292
-13,240
| -3% | -$1.09M | 0.16% | 152 |
|
|
2017
Q4 | $36.1M | Sell |
443,532
-4,875
| -1% | -$397K | 0.16% | 154 |
|
|
2017
Q3 | $37.6M | Buy |
448,407
+3,049
| +0.7% | +$256K | 0.17% | 142 |
|
|
2017
Q2 | $34.7M | Sell |
445,358
-18
| -0% | -$1.4K | 0.17% | 145 |
|
|
2017
Q1 | $32.9M | Buy |
445,376
+13,599
| +3% | +$1M | 0.16% | 152 |
|
|
2016
Q4 | $29.2M | Sell |
431,777
-1,878
| -0.4% | -$127K | 0.15% | 156 |
|
|
2016
Q3 | $29.2M | Sell |
433,655
-13,328
| -3% | -$896K | 0.16% | 152 |
|
|
2016
Q2 | $30.6M | Buy |
446,983
+5,911
| +1% | +$405K | 0.17% | 141 |
|
|
2016
Q1 | $26.8M | Buy |
441,072
+9,881
| +2% | +$601K | 0.15% | 153 |
|
|
2015
Q4 | $23.9M | Sell |
431,191
-3,925
| -0.9% | -$218K | 0.14% | 165 |
|
|
2015
Q3 | $22.7M | Buy |
435,116
+8,002
| +2% | +$418K | 0.14% | 170 |
|
|
2015
Q2 | $24.2M | Buy |
427,114
+5,600
| +1% | +$318K | 0.15% | 174 |
|
|
2015
Q1 | $23.6M | Buy |
421,514
+12,930
| +3% | +$725K | 0.14% | 179 |
|
|
2014
Q4 | $23.4M | Sell |
408,584
-5,867
| -1% | -$336K | 0.15% | 173 |
|
|
2014
Q3 | $21.7M | Buy |
414,451
+21,576
| +5% | +$1.13M | 0.14% | 173 |
|
|
2014
Q2 | $20.4M | Sell |
392,875
-7,182
| -2% | -$372K | 0.14% | 177 |
|
|
2014
Q1 | $19.7M | Sell |
400,057
-90
| -0% | -$4.44K | 0.14% | 177 |
|
|
2013
Q4 | $19.4M | Buy |
400,147
+5,299
| +1% | +$256K | 0.14% | 171 |
|
|
2013
Q3 | $17.2M | Buy |
394,848
+8,810
| +2% | +$384K | 0.14% | 178 |
|
|
2013
Q2 | $15.4M | Buy |
+386,038
| New | +$15.4M | 0.13% | 172 |
|