Essex Savings Bank’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 | $320K | Buy |
1,462
+62
| +4% | +$13.6K | 0.08% | 209 |
|
|
2025
Q1 | $342K | Sell |
1,400
-17
| -1% | -$4.15K | 0.08% | 197 |
|
|
2024
Q4 | $301K | Sell |
1,417
-20
| -1% | -$4.25K | 0.07% | 212 |
|
|
2024
Q3 | $321K | Sell |
1,437
-16
| -1% | -$3.57K | 0.08% | 206 |
|
|
2024
Q2 | $306K | Buy |
1,453
+40
| +3% | +$8.43K | 0.08% | 191 |
|
|
2024
Q1 | $268K | Hold |
1,413
| – | – | 0.08% | 212 |
|
|
2023
Q4 | $268K | Buy |
1,413
+331
| +31% | +$62.7K | 0.08% | 211 |
|
|
2023
Q3 | $206K | Buy |
1,082
+1
| +0.1% | +$190 | 0.07% | 220 |
|
|
2023
Q2 | $203K | Buy |
+1,081
| New | +$203K | 0.07% | 222 |
|
|
2019
Q3 | – | Sell |
-1,111
| Closed | -$111K | – | 453 |
|
|
2019
Q2 | $111K | Buy |
1,111
+858
| +339% | +$85.7K | 0.04% | 324 |
|
|
2019
Q1 | $24K | Buy |
253
+1
| +0.4% | +$95 | 0.01% | 393 |
|
|
2018
Q4 | $20K | Buy |
+252
| New | +$20K | 0.01% | 411 |
|