Fiduciary Trust’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 | $2.83M | Buy |
12,930
+457
| +4% | +$99.9K | 0.03% | 230 |
|
|
2025
Q1 | $3.04M | Buy |
12,473
+334
| +3% | +$81.5K | 0.04% | 219 |
|
|
2024
Q4 | $2.58M | Sell |
12,139
-744
| -6% | -$158K | 0.03% | 230 |
|
|
2024
Q3 | $2.87M | Buy |
12,883
+4,253
| +49% | +$949K | 0.04% | 219 |
|
|
2024
Q2 | $1.82M | Sell |
8,630
-6
| -0.1% | -$1.26K | 0.03% | 255 |
|
|
2024
Q1 | $1.78M | Sell |
8,636
-436
| -5% | -$89.8K | 0.03% | 265 |
|
|
2023
Q4 | $1.72M | Buy |
9,072
+320
| +4% | +$60.6K | 0.03% | 264 |
|
|
2023
Q3 | $1.67M | Sell |
8,752
-20
| -0.2% | -$3.81K | 0.03% | 252 |
|
|
2023
Q2 | $1.65M | Sell |
8,772
-757
| -8% | -$142K | 0.03% | 257 |
|
|
2023
Q1 | $1.59M | Sell |
9,529
-1,100
| -10% | -$183K | 0.03% | 259 |
|
|
2022
Q4 | $1.76M | Buy |
10,629
+409
| +4% | +$67.7K | 0.03% | 256 |
|
|
2022
Q3 | $1.53M | Sell |
10,220
-1,405
| -12% | -$210K | 0.03% | 264 |
|
|
2022
Q2 | $1.8M | Sell |
11,625
-145
| -1% | -$22.5K | 0.04% | 249 |
|
|
2022
Q1 | $2.01M | Sell |
11,770
-198
| -2% | -$33.7K | 0.04% | 253 |
|
|
2021
Q4 | $2.08M | Sell |
11,968
-51
| -0.4% | -$8.87K | 0.03% | 247 |
|
|
2021
Q3 | $1.82M | Sell |
12,019
-229
| -2% | -$34.7K | 0.03% | 255 |
|
|
2021
Q2 | $1.72M | Buy |
12,248
+386
| +3% | +$54.3K | 0.03% | 261 |
|
|
2021
Q1 | $1.44M | Sell |
11,862
-133
| -1% | -$16.2K | 0.03% | 278 |
|
|
2020
Q4 | $1.4M | Sell |
11,995
-163
| -1% | -$19.1K | 0.03% | 276 |
|
|
2020
Q3 | $1.39M | Sell |
12,158
-1,117
| -8% | -$128K | 0.03% | 255 |
|
|
2020
Q2 | $1.43M | Buy |
13,275
+520
| +4% | +$55.9K | 0.04% | 244 |
|
|
2020
Q1 | $1.1M | Sell |
12,755
-111
| -0.9% | -$9.6K | 0.03% | 247 |
|
|
2019
Q4 | $1.43M | Sell |
12,866
-167
| -1% | -$18.6K | 0.03% | 240 |
|
|
2019
Q3 | $1.3M | Buy |
13,033
+135
| +1% | +$13.5K | 0.03% | 240 |
|
|
2019
Q2 | $1.29M | Buy |
12,898
+300
| +2% | +$29.9K | 0.03% | 235 |
|
|
2019
Q1 | $1.18M | Hold |
12,598
| – | – | 0.03% | 235 |
|
|
2018
Q4 | $1.01M | Hold |
12,598
| – | – | 0.03% | 233 |
|
|
2018
Q3 | $1.04M | Sell |
12,598
-4
| -0% | -$331 | 0.03% | 247 |
|
|
2018
Q2 | $1.03M | Hold |
12,602
| – | – | 0.03% | 249 |
|
|
2018
Q1 | $1.04M | Buy |
12,602
+1,865
| +17% | +$154K | 0.03% | 246 |
|
|
2017
Q4 | $874K | Sell |
10,737
-1,746
| -14% | -$142K | 0.03% | 259 |
|
|
2017
Q3 | $1.05M | Hold |
12,483
| – | – | 0.03% | 243 |
|
|
2017
Q2 | $973K | Sell |
12,483
-47
| -0.4% | -$3.66K | 0.03% | 251 |
|
|
2017
Q1 | $926K | Hold |
12,530
| – | – | 0.03% | 262 |
|
|
2016
Q4 | $847K | Buy |
12,530
+4,260
| +52% | +$288K | 0.03% | 278 |
|
|
2016
Q3 | $556K | Sell |
8,270
-505
| -6% | -$34K | 0.02% | 321 |
|
|
2016
Q2 | $601K | Sell |
8,775
-674
| -7% | -$46.2K | 0.02% | 321 |
|
|
2016
Q1 | $574K | Buy |
9,449
+2,390
| +34% | +$145K | 0.02% | 319 |
|
|
2015
Q4 | $391K | Sell |
7,059
-448
| -6% | -$24.8K | 0.02% | 312 |
|
|
2015
Q3 | $392K | Buy |
7,507
+7
| +0.1% | +$366 | 0.02% | 299 |
|
|
2015
Q2 | $426K | Sell |
7,500
-600
| -7% | -$34.1K | 0.02% | 275 |
|
|
2015
Q1 | $455K | Hold |
8,100
| – | – | 0.02% | 270 |
|
|
2014
Q4 | $464K | Hold |
8,100
| – | – | 0.02% | 262 |
|
|
2014
Q3 | $424K | Sell |
8,100
-500
| -6% | -$26.2K | 0.02% | 255 |
|
|
2014
Q2 | $446K | Sell |
8,600
-500
| -5% | -$25.9K | 0.02% | 250 |
|
|
2014
Q1 | $449K | Hold |
9,100
| – | – | 0.02% | 242 |
|
|
2013
Q4 | $440K | Sell |
9,100
-1,020
| -10% | -$49.3K | 0.02% | 235 |
|
|
2013
Q3 | $440K | Buy |
10,120
+108
| +1% | +$4.7K | 0.02% | 230 |
|
|
2013
Q2 | $400K | Buy |
+10,012
| New | +$400K | 0.02% | 234 |
|