Grimes & Company’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.77M | Sell |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.62M | Hold |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $642K | Hold |
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|
2020
Q3 | $629K | Hold |
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|
2020
Q2 | $589K | Hold |
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|
2020
Q1 | $474K | Sell |
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|
2019
Q4 | $667K | Buy |
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|
2019
Q3 | $546K | Hold |
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|
2019
Q2 | $545K | Hold |
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|
2019
Q1 | $513K | Sell |
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|
2018
Q4 | $444K | Hold |
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|
2018
Q3 | $460K | Hold |
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|
2018
Q2 | $456K | Hold |
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|
2018
Q1 | $459K | Buy |
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|
2017
Q4 | $256K | Buy |
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