HDIM
Hanson & Doremus Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Hold |
163
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $40K | Hold |
163
| – | – | 0.01% | 342 |
|
|
2024
Q4 | $35K | Hold |
163
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $36K | Sell |
163
-161
| -50% | -$35.6K | 0.01% | 322 |
|
|
2024
Q2 | $68K | Sell |
324
-113
| -26% | -$23.7K | 0.01% | 272 |
|
|
2024
Q1 | $90K | Buy |
437
+75
| +21% | +$15.4K | 0.02% | 257 |
|
|
2023
Q4 | $69K | Hold |
362
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $69K | Hold |
362
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $68K | Hold |
362
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $60K | Sell |
362
-29
| -7% | -$4.81K | 0.01% | 279 |
|
|
2022
Q4 | $65K | Buy |
391
+29
| +8% | +$4.82K | 0.01% | 275 |
|
|
2022
Q3 | $54K | Buy |
362
+113
| +45% | +$16.9K | 0.01% | 287 |
|
|
2022
Q2 | $39K | Hold |
249
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $42K | Buy |
249
+86
| +53% | +$14.5K | 0.01% | 329 |
|
|
2021
Q4 | $28K | Hold |
163
| – | – | 0.01% | 356 |
|
|
2021
Q3 | $25K | Hold |
163
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $19K | Hold |
163
| – | – | 0.01% | 319 |
|
|
2021
Q1 | $20K | Hold |
163
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $19K | Hold |
163
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $19K | Hold |
163
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $18K | Hold |
163
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $14K | Hold |
163
| – | – | ﹤0.01% | 369 |
|
|
2019
Q4 | $18K | Hold |
163
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $16K | Hold |
163
| – | – | 0.01% | 376 |
|
|
2019
Q2 | $16K | Hold |
163
| – | – | 0.01% | 390 |
|
|
2019
Q1 | $15K | Hold |
163
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $13K | Hold |
163
| – | – | ﹤0.01% | 370 |
|
|
2018
Q3 | $13K | Hold |
163
| – | – | ﹤0.01% | 387 |
|
|
2018
Q2 | $13K | Sell |
163
-330
| -67% | -$26.3K | ﹤0.01% | 410 |
|
|
2018
Q1 | $41K | Buy |
493
+330
| +202% | +$27.4K | 0.01% | 320 |
|
|
2017
Q4 | $13K | Hold |
163
| – | – | ﹤0.01% | 421 |
|
|
2017
Q3 | $14K | Hold |
163
| – | – | ﹤0.01% | 402 |
|
|
2017
Q2 | $13K | Hold |
163
| – | – | ﹤0.01% | 406 |
|
|
2017
Q1 | $12K | Buy |
+163
| New | +$12K | ﹤0.01% | 400 |
|