EFS
Essex Financial Services’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
6,448
+3,051
| +90% | +$667K | 0.09% | 195 |
|
|
2025
Q1 | $829K | Sell |
3,397
-3,094
| -48% | -$755K | 0.06% | 273 |
|
|
2024
Q4 | $1.38M | Buy |
6,491
+3,098
| +91% | +$658K | 0.1% | 183 |
|
|
2024
Q3 | $753K | Sell |
3,393
-3,524
| -51% | -$782K | 0.05% | 297 |
|
|
2024
Q2 | $1.52M | Buy |
6,917
+4,440
| +179% | +$974K | 0.11% | 172 |
|
|
2024
Q1 | $510K | Buy |
2,477
+126
| +5% | +$26K | 0.05% | 321 |
|
|
2023
Q4 | $446K | Sell |
2,351
-187
| -7% | -$35.4K | 0.05% | 325 |
|
|
2023
Q3 | $483K | Sell |
2,538
-7
| -0.3% | -$1.33K | 0.06% | 282 |
|
|
2023
Q2 | $479K | Sell |
2,545
-30
| -1% | -$5.64K | 0.05% | 290 |
|
|
2023
Q1 | $429K | Buy |
2,575
+106
| +4% | +$17.7K | 0.05% | 316 |
|
|
2022
Q4 | $408K | Sell |
2,469
-12
| -0.5% | -$1.98K | 0.04% | 315 |
|
|
2022
Q3 | $370K | Buy |
2,481
+647
| +35% | +$96.5K | 0.04% | 303 |
|
|
2022
Q2 | $285K | Buy |
1,834
+203
| +12% | +$31.5K | 0.03% | 364 |
|
|
2022
Q1 | $278K | Buy |
1,631
+275
| +20% | +$46.9K | 0.03% | 403 |
|
|
2021
Q4 | $236K | Sell |
1,356
-1
| -0.1% | -$174 | 0.02% | 427 |
|
|
2021
Q3 | $205K | Sell |
1,357
-448
| -25% | -$67.7K | 0.02% | 438 |
|
|
2021
Q2 | $254K | Buy |
+1,805
| New | +$254K | 0.04% | 368 |
|