FLPIM
F.L. Putnam Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2M | Sell |
215,820
-2,208
| -1% | -$483K | 0.81% | 23 |
|
|
2025
Q1 | $53.2M | Buy |
218,028
+610
| +0.3% | +$149K | 1% | 18 |
|
|
2024
Q4 | $46.2M | Buy |
217,418
+3,649
| +2% | +$775K | 0.84% | 21 |
|
|
2024
Q3 | $47.7M | Sell |
213,769
-71
| -0% | -$15.8K | 0.86% | 21 |
|
|
2024
Q2 | $45.1M | Sell |
213,840
-2,588
| -1% | -$545K | 0.85% | 23 |
|
|
2024
Q1 | $44.6M | Sell |
216,428
-1,755
| -0.8% | -$361K | 0.95% | 24 |
|
|
2023
Q4 | $41.3M | Sell |
218,183
-2,548
| -1% | -$483K | 0.97% | 22 |
|
|
2023
Q3 | $42M | Buy |
220,731
+2,139
| +1% | +$407K | 1.16% | 18 |
|
|
2023
Q2 | $41.1M | Buy |
218,592
+20,650
| +10% | +$3.88M | 1.12% | 18 |
|
|
2023
Q1 | $33M | Sell |
197,942
-9,735
| -5% | -$1.62M | 1.07% | 22 |
|
|
2022
Q4 | $34.4M | Buy |
207,677
+4,404
| +2% | +$729K | 1.25% | 18 |
|
|
2022
Q3 | $30.3M | Buy |
203,273
+2,649
| +1% | +$395K | 1.18% | 21 |
|
|
2022
Q2 | $31.1M | Buy |
200,624
+910
| +0.5% | +$141K | 1.14% | 21 |
|
|
2022
Q1 | $34M | Sell |
199,714
-10,237
| -5% | -$1.74M | 1.09% | 26 |
|
|
2021
Q4 | $36.5M | Sell |
209,951
-2,354
| -1% | -$409K | 1.12% | 22 |
|
|
2021
Q3 | $32.1M | Buy |
212,305
+2,220
| +1% | +$336K | 1.09% | 24 |
|
|
2021
Q2 | $29.6M | Sell |
210,085
-1,009
| -0.5% | -$142K | 1.02% | 27 |
|
|
2021
Q1 | $25.7M | Sell |
211,094
-9,863
| -4% | -$1.2M | 1.13% | 23 |
|
|
2020
Q4 | $25.9M | Buy |
220,957
+14,247
| +7% | +$1.67M | 1.21% | 23 |
|
|
2020
Q3 | $23.7M | Sell |
206,710
-5,310
| -3% | -$609K | 1.3% | 18 |
|
|
2020
Q2 | $22.8M | Sell |
212,020
-3,425
| -2% | -$368K | 1.35% | 15 |
|
|
2020
Q1 | $18.6M | Buy |
215,445
+1,859
| +0.9% | +$161K | 1.41% | 16 |
|
|
2019
Q4 | $23.8M | Buy |
213,586
+1,622
| +0.8% | +$181K | 1.46% | 15 |
|
|
2019
Q3 | $21.2M | Sell |
211,964
-2,098
| -1% | -$210K | 1.49% | 14 |
|
|
2019
Q2 | $21.4M | Buy |
214,062
+3,445
| +2% | +$344K | 1.72% | 12 |
|
|
2019
Q1 | $19.8M | Buy |
210,617
+3,145
| +2% | +$295K | 1.66% | 11 |
|
|
2018
Q4 | $16.5M | Buy |
207,472
+1,596
| +0.8% | +$127K | 1.8% | 11 |
|
|
2018
Q3 | $17M | Buy |
205,876
+6,977
| +4% | +$577K | 1.56% | 16 |
|
|
2018
Q2 | $16.3M | Sell |
198,899
-12,220
| -6% | -$1M | 1.58% | 15 |
|
|
2018
Q1 | $17.4M | Sell |
211,119
-5,742
| -3% | -$474K | 1.59% | 13 |
|
|
2017
Q4 | $17.7M | Sell |
216,861
-2,874
| -1% | -$234K | 1.62% | 17 |
|
|
2017
Q3 | $18.4M | Buy |
+219,735
| New | +$18.4M | 1.76% | 14 |
|
|
2017
Q1 | $16.4M | Buy |
222,565
+8,203
| +4% | +$606K | 1.71% | 15 |
|
|
2016
Q4 | $14.5M | Sell |
214,362
-7,726
| -3% | -$522K | 1.66% | 18 |
|
|
2016
Q3 | $14.9M | Buy |
222,088
+102,867
| +86% | +$6.92M | 1.7% | 23 |
|
|
2016
Q2 | $8.16M | Buy |
119,221
+78,938
| +196% | +$5.4M | 0.97% | 38 |
|
|
2016
Q1 | $2.45M | Sell |
40,283
-140
| -0.3% | -$8.51K | 0.29% | 75 |
|
|
2015
Q4 | $2.24M | Hold |
40,423
| – | – | 0.26% | 77 |
|
|
2015
Q3 | $2.11M | Sell |
40,423
-1,055
| -3% | -$55.1K | 0.26% | 80 |
|
|
2015
Q2 | $2.35M | Sell |
41,478
-315
| -0.8% | -$17.9K | 0.26% | 84 |
|
|
2015
Q1 | $2.34M | Sell |
41,793
-385
| -0.9% | -$21.6K | 0.26% | 82 |
|
|
2014
Q4 | $2.41M | Sell |
42,178
-137
| -0.3% | -$7.84K | 0.28% | 81 |
|
|
2014
Q3 | $2.22M | Hold |
42,315
| – | – | 0.26% | 88 |
|
|
2014
Q2 | $2.19M | Sell |
42,315
-652
| -2% | -$33.8K | 0.25% | 93 |
|
|
2014
Q1 | $2.12M | Sell |
42,967
-116
| -0.3% | -$5.72K | 0.25% | 104 |
|
|
2013
Q4 | $2.08M | Sell |
43,083
-1,000
| -2% | -$48.3K | 0.25% | 98 |
|
|
2013
Q3 | $1.92M | Sell |
44,083
-34,153
| -44% | -$1.49M | 0.26% | 102 |
|
|
2013
Q2 | $3.12M | Buy |
+78,236
| New | +$3.12M | 0.45% | 80 |
|