Grimes & Company’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 | $1.93M | Sell |
8,829
-107
| -1% | -$23.4K | 0.05% | 166 |
|
|
2025
Q1 | $2.18M | Sell |
8,936
-135
| -1% | -$32.9K | 0.07% | 139 |
|
|
2024
Q4 | $1.93M | Sell |
9,071
-244
| -3% | -$51.8K | 0.06% | 155 |
|
|
2024
Q3 | $2.08M | Buy |
9,315
+25
| +0.3% | +$5.58K | 0.06% | 142 |
|
|
2024
Q2 | $1.96M | Sell |
9,290
-154
| -2% | -$32.5K | 0.06% | 136 |
|
|
2024
Q1 | $1.95M | Sell |
9,444
-33
| -0.3% | -$6.8K | 0.06% | 137 |
|
|
2023
Q4 | $1.8M | Buy |
9,477
+42
| +0.4% | +$7.96K | 0.06% | 138 |
|
|
2023
Q3 | $1.8M | Buy |
9,435
+30
| +0.3% | +$5.71K | 0.07% | 128 |
|
|
2023
Q2 | $1.77M | Sell |
9,405
-113
| -1% | -$21.3K | 0.06% | 128 |
|
|
2023
Q1 | $1.59M | Buy |
9,518
+12
| +0.1% | +$2K | 0.07% | 126 |
|
|
2022
Q4 | $1.57M | Sell |
9,506
-45
| -0.5% | -$7.45K | 0.07% | 133 |
|
|
2022
Q3 | $1.43M | Buy |
9,551
+37
| +0.4% | +$5.52K | 0.07% | 120 |
|
|
2022
Q2 | $1.48M | Buy |
9,514
+3
| +0% | +$466 | 0.07% | 123 |
|
|
2022
Q1 | $1.62M | Hold |
9,511
| – | – | 0.08% | 128 |
|
|
2021
Q4 | $1.65M | Buy |
9,511
+24
| +0.3% | +$4.17K | 0.08% | 131 |
|
|
2021
Q3 | $1.44M | Buy |
9,487
+50
| +0.5% | +$7.57K | 0.06% | 134 |
|
|
2021
Q2 | $1.33M | Hold |
9,437
| – | – | 0.06% | 135 |
|
|
2021
Q1 | $1.15M | Buy |
9,437
+3,953
| +72% | +$481K | 0.06% | 137 |
|
|
2020
Q4 | $642K | Hold |
5,484
| – | – | 0.03% | 173 |
|
|
2020
Q3 | $629K | Hold |
5,484
| – | – | 0.04% | 162 |
|
|
2020
Q2 | $589K | Hold |
5,484
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $474K | Sell |
5,484
-500
| -8% | -$43.2K | 0.04% | 163 |
|
|
2019
Q4 | $667K | Buy |
5,984
+525
| +10% | +$58.5K | 0.04% | 163 |
|
|
2019
Q3 | $546K | Hold |
5,459
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $545K | Hold |
5,459
| – | – | 0.04% | 167 |
|
|
2019
Q1 | $513K | Sell |
5,459
-104
| -2% | -$9.77K | 0.04% | 163 |
|
|
2018
Q4 | $444K | Hold |
5,563
| – | – | 0.04% | 155 |
|
|
2018
Q3 | $460K | Hold |
5,563
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $456K | Hold |
5,563
| – | – | 0.04% | 165 |
|
|
2018
Q1 | $459K | Buy |
5,563
+2,413
| +77% | +$199K | 0.04% | 163 |
|
|
2017
Q4 | $256K | Buy |
+3,150
| New | +$256K | 0.02% | 187 |
|