Douglass Winthrop Advisors’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 | $373K | Hold |
1,708
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $417K | Hold |
1,708
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $363K | Hold |
1,708
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $381K | Sell |
1,708
-48
| -3% | -$10.7K | 0.01% | 219 |
|
|
2024
Q2 | $370K | Buy |
1,756
+48
| +3% | +$10.1K | 0.01% | 217 |
|
|
2024
Q1 | $352K | Buy |
1,708
+508
| +42% | +$105K | 0.01% | 219 |
|
|
2023
Q4 | $227K | Hold |
1,200
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $228K | Hold |
1,200
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $226K | Buy |
+1,200
| New | +$226K | 0.01% | 224 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$205K | – | 265 |
|
|
2022
Q1 | $205K | Sell |
1,200
-151
| -11% | -$25.8K | ﹤0.01% | 256 |
|
|
2021
Q4 | $235K | Hold |
1,351
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $205K | Buy |
+1,351
| New | +$205K | 0.01% | 265 |
|