Dumont & Blake 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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $2.11M | Hold |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $990K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $976K | Buy |
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|
2016
Q4 | $891K | Buy |
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|
2016
Q3 | $880K | Buy |
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|
2016
Q2 | $832K | Buy |
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|
2016
Q1 | $711K | Buy |
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|
2015
Q4 | $597K | Hold |
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|
2015
Q3 | $563K | Sell |
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|
2015
Q2 | $617K | Sell |
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|
2015
Q1 | $611K | Buy |
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|
2014
Q4 | $577K | Buy |
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|
2014
Q3 | $526K | Sell |
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|
2014
Q2 | $525K | Buy |
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