Choate Investment Advisors’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
Q2 | $26.6M | Hold |
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|
2025
Q1 | $29.7M | Buy |
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|
2024
Q4 | $25.9M | Buy |
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|
2024
Q3 | $27.1M | Hold |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $770K | Hold |
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|
2019
Q2 | $767K | Hold |
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|
2019
Q1 | $722K | Hold |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $641K | Sell |
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|
2018
Q2 | $700K | Hold |
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|
2018
Q1 | $706K | Sell |
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|
2017
Q4 | $706K | Hold |
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|
2017
Q3 | $727K | Sell |
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|
2017
Q2 | $991K | Sell |
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|
2017
Q1 | $954K | Hold |
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|
2016
Q4 | $873K | Hold |
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|
2016
Q3 | $868K | Hold |
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|
2016
Q2 | $884K | Hold |
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|
2016
Q1 | $785K | Sell |
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|
2015
Q4 | $2.32M | Buy |
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|
2015
Q3 | $786K | Sell |
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|
2015
Q2 | $1.07M | Sell |
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|
2015
Q1 | $1.2M | Sell |
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|
2014
Q4 | $2.32M | Buy |
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|
2014
Q3 | $2.12M | Sell |
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|
2014
Q2 | $2.14M | Hold |
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|
2014
Q1 | $2.04M | Sell |
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|
2013
Q4 | $2M | Sell |
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|
2013
Q3 | $1.8M | Sell |
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|
2013
Q2 | $1.7M | Buy |
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