DBIA
Dumont & Blake Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
8,248
-401
| -5% | -$87.7K | 0.47% | 62 |
|
|
2025
Q1 | $2.11M | Hold |
8,649
| – | – | 0.59% | 44 |
|
|
2024
Q4 | $1.84M | Sell |
8,649
-1,180
| -12% | -$251K | 0.49% | 55 |
|
|
2024
Q3 | $2.19M | Sell |
9,829
-9,931
| -50% | -$2.22M | 0.58% | 41 |
|
|
2024
Q2 | $4.16M | Buy |
19,760
+9,905
| +101% | +$2.09M | 0.59% | 41 |
|
|
2024
Q1 | $2.03M | Buy |
9,855
+68
| +0.7% | +$14K | 0.58% | 44 |
|
|
2023
Q4 | $1.85M | Sell |
9,787
-630
| -6% | -$119K | 0.57% | 44 |
|
|
2023
Q3 | $1.98M | Sell |
10,417
-206
| -2% | -$39.2K | 0.67% | 40 |
|
|
2023
Q2 | $2M | Sell |
10,623
-374
| -3% | -$70.3K | 0.65% | 39 |
|
|
2023
Q1 | $1.83M | Sell |
10,997
-175
| -2% | -$29.2K | 0.62% | 42 |
|
|
2022
Q4 | $1.85M | Sell |
11,172
-95
| -0.8% | -$15.7K | 0.65% | 41 |
|
|
2022
Q3 | $1.68M | Sell |
11,267
-201
| -2% | -$30K | 0.63% | 42 |
|
|
2022
Q2 | $1.78M | Buy |
11,468
+40
| +0.4% | +$6.21K | 0.58% | 46 |
|
|
2022
Q1 | $1.95M | Sell |
11,428
-542
| -5% | -$92.4K | 0.53% | 49 |
|
|
2021
Q4 | $2.08M | Sell |
11,970
-66
| -0.5% | -$11.5K | 0.54% | 50 |
|
|
2021
Q3 | $1.82M | Sell |
12,036
-115
| -0.9% | -$17.4K | 0.52% | 50 |
|
|
2021
Q2 | $1.71M | Buy |
12,151
+18
| +0.1% | +$2.53K | 0.49% | 61 |
|
|
2021
Q1 | $1.48M | Buy |
12,133
+195
| +2% | +$23.8K | 0.45% | 62 |
|
|
2020
Q4 | $1.4M | Buy |
11,938
+85
| +0.7% | +$9.95K | 0.48% | 60 |
|
|
2020
Q3 | $1.36M | Buy |
11,853
+272
| +2% | +$31.2K | 0.52% | 56 |
|
|
2020
Q2 | $1.24M | Buy |
11,581
+126
| +1% | +$13.5K | 0.52% | 53 |
|
|
2020
Q1 | $990K | Sell |
11,455
-129
| -1% | -$11.1K | 0.51% | 57 |
|
|
2019
Q4 | $1.29M | Buy |
11,584
+60
| +0.5% | +$6.69K | 0.51% | 53 |
|
|
2019
Q3 | $1.15M | Sell |
11,524
-55
| -0.5% | -$5.5K | 0.49% | 60 |
|
|
2019
Q2 | $1.16M | Sell |
11,579
-149
| -1% | -$14.9K | 0.48% | 61 |
|
|
2019
Q1 | $1.1M | Sell |
11,728
-2,135
| -15% | -$200K | 0.47% | 62 |
|
|
2018
Q4 | $1.11M | Sell |
13,863
-326
| -2% | -$26K | 0.52% | 59 |
|
|
2018
Q3 | $1.17M | Buy |
14,189
+809
| +6% | +$66.9K | 0.46% | 69 |
|
|
2018
Q2 | $1.1M | Buy |
13,380
+320
| +2% | +$26.2K | 0.46% | 67 |
|
|
2018
Q1 | $1.08M | Buy |
13,060
+50
| +0.4% | +$4.13K | 0.46% | 75 |
|
|
2017
Q4 | $1.06M | Sell |
13,010
-75
| -0.6% | -$6.11K | 0.43% | 80 |
|
|
2017
Q3 | $1.1M | Sell |
13,085
-140
| -1% | -$11.7K | 0.47% | 76 |
|
|
2017
Q2 | $1.03M | Buy |
13,225
+10
| +0.1% | +$780 | 0.46% | 80 |
|
|
2017
Q1 | $976K | Buy |
13,215
+30
| +0.2% | +$2.22K | 0.44% | 81 |
|
|
2016
Q4 | $891K | Buy |
13,185
+100
| +0.8% | +$6.76K | 0.42% | 85 |
|
|
2016
Q3 | $880K | Buy |
13,085
+930
| +8% | +$62.5K | 0.43% | 88 |
|
|
2016
Q2 | $832K | Buy |
12,155
+465
| +4% | +$31.8K | 0.42% | 85 |
|
|
2016
Q1 | $711K | Buy |
11,690
+915
| +8% | +$55.7K | 0.37% | 96 |
|
|
2015
Q4 | $597K | Hold |
10,775
| – | – | 0.3% | 112 |
|
|
2015
Q3 | $563K | Sell |
10,775
-100
| -0.9% | -$5.23K | 0.3% | 108 |
|
|
2015
Q2 | $617K | Sell |
10,875
-25
| -0.2% | -$1.42K | 0.3% | 113 |
|
|
2015
Q1 | $611K | Buy |
10,900
+825
| +8% | +$46.2K | 0.3% | 112 |
|
|
2014
Q4 | $577K | Buy |
10,075
+25
| +0.2% | +$1.43K | 0.29% | 111 |
|
|
2014
Q3 | $526K | Sell |
10,050
-75
| -0.7% | -$3.93K | 0.27% | 115 |
|
|
2014
Q2 | $525K | Buy |
+10,125
| New | +$525K | 0.26% | 117 |
|