Harbor Investment Advisory’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 | $99.5K | Hold |
455
| – | – | 0.01% | 489 |
|
|
2025
Q1 | $111K | Hold |
455
| – | – | 0.01% | 451 |
|
|
2024
Q4 | $96.6K | Hold |
455
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $102K | Sell |
455
-2
| -0.4% | -$446 | 0.01% | 452 |
|
|
2024
Q2 | $96.3K | Sell |
457
-13
| -3% | -$2.74K | 0.01% | 447 |
|
|
2024
Q1 | $96.8K | Buy |
470
+43
| +10% | +$8.86K | 0.01% | 454 |
|
|
2023
Q4 | $80.9K | Hold |
427
| – | – | 0.01% | 463 |
|
|
2023
Q3 | $81.3K | Sell |
427
-993
| -70% | -$189K | 0.01% | 439 |
|
|
2023
Q2 | $267K | Hold |
1,420
| – | – | 0.04% | 299 |
|
|
2023
Q1 | $237K | Sell |
1,420
-327
| -19% | -$54.5K | 0.04% | 316 |
|
|
2022
Q4 | $289K | Buy |
1,747
+512
| +41% | +$84.7K | 0.05% | 286 |
|
|
2022
Q3 | $184K | Buy |
1,235
+8
| +0.7% | +$1.19K | 0.03% | 348 |
|
|
2022
Q2 | $190K | Hold |
1,227
| – | – | 0.03% | 347 |
|
|
2022
Q1 | $209K | Sell |
1,227
-55
| -4% | -$9.37K | 0.03% | 370 |
|
|
2021
Q4 | $223K | Buy |
1,282
+148
| +13% | +$25.7K | 0.03% | 356 |
|
|
2021
Q3 | $172K | Hold |
1,134
| – | – | 0.02% | 393 |
|
|
2021
Q2 | $160K | Buy |
1,134
+55
| +5% | +$7.76K | 0.02% | 400 |
|
|
2021
Q1 | $131K | Hold |
1,079
| – | – | 0.02% | 420 |
|
|
2020
Q4 | $126K | Sell |
1,079
-122
| -10% | -$14.2K | 0.02% | 402 |
|
|
2020
Q3 | $138K | Buy |
1,201
+374
| +45% | +$43K | 0.03% | 326 |
|
|
2020
Q2 | $89K | Buy |
827
+6
| +0.7% | +$646 | 0.02% | 361 |
|
|
2020
Q1 | $71K | Buy |
821
+13
| +2% | +$1.12K | 0.02% | 360 |
|
|
2019
Q4 | $90K | Buy |
+808
| New | +$90K | 0.02% | 336 |
|