CIA
Choate Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Hold |
121,840
| – | – | 0.58% | 29 |
|
|
2025
Q1 | $29.7M | Buy |
121,840
+84
| +0.1% | +$20.5K | 0.74% | 24 |
|
|
2024
Q4 | $25.9M | Buy |
121,756
+146
| +0.1% | +$31K | 0.62% | 25 |
|
|
2024
Q3 | $27.1M | Hold |
121,610
| – | – | 0.69% | 21 |
|
|
2024
Q2 | $25.6M | Buy |
121,610
+116,750
| +2,402% | +$24.6M | 0.67% | 20 |
|
|
2024
Q1 | $1M | Buy |
4,860
+3,252
| +202% | +$670K | 0.03% | 201 |
|
|
2023
Q4 | $305K | Sell |
1,608
-610
| -28% | -$116K | 0.01% | 305 |
|
|
2023
Q3 | $422K | Buy |
2,218
+426
| +24% | +$81.1K | 0.02% | 257 |
|
|
2023
Q2 | $337K | Buy |
+1,792
| New | +$337K | 0.01% | 232 |
|
|
2023
Q1 | – | Sell |
-1,213
| Closed | -$201K | – | 329 |
|
|
2022
Q4 | $201K | Buy |
+1,213
| New | +$201K | 0.01% | 264 |
|
|
2022
Q2 | – | Sell |
-1,213
| Closed | -$207K | – | 361 |
|
|
2022
Q1 | $207K | Hold |
1,213
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $211K | Buy |
+1,213
| New | +$211K | 0.01% | 274 |
|
|
2019
Q4 | – | Sell |
-7,693
| Closed | -$770K | – | 229 |
|
|
2019
Q3 | $770K | Hold |
7,693
| – | – | 0.05% | 128 |
|
|
2019
Q2 | $767K | Hold |
7,693
| – | – | 0.05% | 129 |
|
|
2019
Q1 | $722K | Hold |
7,693
| – | – | 0.04% | 133 |
|
|
2018
Q4 | $614K | Sell |
7,693
-50
| -0.6% | -$3.99K | 0.04% | 135 |
|
|
2018
Q3 | $641K | Sell |
7,743
-801
| -9% | -$66.3K | 0.04% | 123 |
|
|
2018
Q2 | $700K | Hold |
8,544
| – | – | 0.04% | 137 |
|
|
2018
Q1 | $706K | Sell |
8,544
-130
| -1% | -$10.7K | 0.04% | 142 |
|
|
2017
Q4 | $706K | Hold |
8,674
| – | – | 0.04% | 149 |
|
|
2017
Q3 | $727K | Sell |
8,674
-4,040
| -32% | -$339K | 0.04% | 146 |
|
|
2017
Q2 | $991K | Sell |
12,714
-195
| -2% | -$15.2K | 0.06% | 118 |
|
|
2017
Q1 | $954K | Hold |
12,909
| – | – | 0.06% | 121 |
|
|
2016
Q4 | $873K | Hold |
12,909
| – | – | 0.06% | 119 |
|
|
2016
Q3 | $868K | Hold |
12,909
| – | – | 0.06% | 120 |
|
|
2016
Q2 | $884K | Hold |
12,909
| – | – | 0.06% | 113 |
|
|
2016
Q1 | $785K | Sell |
12,909
-27,664
| -68% | -$1.68M | 0.05% | 118 |
|
|
2015
Q4 | $2.32M | Buy |
40,573
+25,520
| +170% | +$1.46M | 0.17% | 76 |
|
|
2015
Q3 | $786K | Sell |
15,053
-3,809
| -20% | -$199K | 0.05% | 120 |
|
|
2015
Q2 | $1.07M | Sell |
18,862
-2,551
| -12% | -$145K | 0.06% | 102 |
|
|
2015
Q1 | $1.2M | Sell |
21,413
-19,160
| -47% | -$1.07M | 0.07% | 105 |
|
|
2014
Q4 | $2.32M | Buy |
40,573
+51
| +0.1% | +$2.92K | 0.14% | 77 |
|
|
2014
Q3 | $2.12M | Sell |
40,522
-785
| -2% | -$41.1K | 0.13% | 76 |
|
|
2014
Q2 | $2.14M | Hold |
41,307
| – | – | 0.13% | 81 |
|
|
2014
Q1 | $2.04M | Sell |
41,307
-90
| -0.2% | -$4.44K | 0.13% | 85 |
|
|
2013
Q4 | $2M | Sell |
41,397
-48
| -0.1% | -$2.32K | 0.13% | 90 |
|
|
2013
Q3 | $1.8M | Sell |
41,445
-1,150
| -3% | -$50.1K | 0.13% | 89 |
|
|
2013
Q2 | $1.7M | Buy |
+42,595
| New | +$1.7M | 0.14% | 90 |
|