Greenleaf 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 | $2.08M | Sell |
9,506
-1,210
| -11% | -$265K | 0.02% | 191 |
|
|
2025
Q1 | $2.62M | Buy |
10,716
+503
| +5% | +$123K | 0.02% | 164 |
|
|
2024
Q4 | $2.17M | Sell |
10,213
-34
| -0.3% | -$7.22K | 0.02% | 187 |
|
|
2024
Q3 | $2.29M | Buy |
10,247
+104
| +1% | +$23.2K | 0.02% | 176 |
|
|
2024
Q2 | $2.14M | Buy |
10,143
+228
| +2% | +$48K | 0.02% | 172 |
|
|
2024
Q1 | $2.04M | Buy |
9,915
+143
| +1% | +$29.5K | 0.02% | 179 |
|
|
2023
Q4 | $1.85M | Buy |
9,772
+256
| +3% | +$48.5K | 0.02% | 188 |
|
|
2023
Q3 | $1.81M | Buy |
9,516
+228
| +2% | +$43.4K | 0.02% | 171 |
|
|
2023
Q2 | $1.75M | Sell |
9,288
-602
| -6% | -$113K | 0.02% | 180 |
|
|
2023
Q1 | $1.65M | Sell |
9,890
-117
| -1% | -$19.5K | 0.02% | 193 |
|
|
2022
Q4 | $1.66M | Buy |
10,007
+317
| +3% | +$52.5K | 0.02% | 181 |
|
|
2022
Q3 | $1.45M | Buy |
9,690
+1,304
| +16% | +$195K | 0.02% | 184 |
|
|
2022
Q2 | $1.3M | Buy |
8,386
+411
| +5% | +$63.8K | 0.02% | 188 |
|
|
2022
Q1 | $1.36M | Buy |
7,975
+1,249
| +19% | +$213K | 0.02% | 193 |
|
|
2021
Q4 | $1.17M | Buy |
6,726
+312
| +5% | +$54.2K | 0.01% | 219 |
|
|
2021
Q3 | $971K | Buy |
6,414
+312
| +5% | +$47.2K | 0.01% | 238 |
|
|
2021
Q2 | $858K | Buy |
6,102
+180
| +3% | +$25.3K | 0.01% | 258 |
|
|
2021
Q1 | $721K | Buy |
5,922
+698
| +13% | +$85K | 0.01% | 282 |
|
|
2020
Q4 | $611K | Sell |
5,224
-124
| -2% | -$14.5K | 0.01% | 282 |
|
|
2020
Q3 | $613K | Buy |
5,348
+733
| +16% | +$84K | 0.01% | 249 |
|
|
2020
Q2 | $496K | Buy |
4,615
+1,003
| +28% | +$108K | 0.01% | 272 |
|
|
2020
Q1 | $312K | Buy |
3,612
+293
| +9% | +$25.3K | 0.01% | 327 |
|
|
2019
Q4 | $370K | Buy |
3,319
+120
| +4% | +$13.4K | 0.01% | 362 |
|
|
2019
Q3 | $320K | Buy |
3,199
+290
| +10% | +$29K | 0.01% | 389 |
|
|
2019
Q2 | $290K | Buy |
2,909
+277
| +11% | +$27.6K | ﹤0.01% | 415 |
|
|
2019
Q1 | $247K | Sell |
2,632
-298
| -10% | -$28K | ﹤0.01% | 437 |
|
|
2018
Q4 | $234K | Buy |
+2,930
| New | +$234K | ﹤0.01% | 416 |
|
|
2018
Q1 | – | Sell |
-455
| Closed | -$37K | – | 621 |
|
|
2017
Q4 | $37K | Hold |
455
| – | – | ﹤0.01% | 506 |
|
|
2017
Q3 | $38K | Buy |
+455
| New | +$38K | ﹤0.01% | 473 |
|