Hartline Investment Corp’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 | $1.66M | Sell |
7,591
-2,151
| -22% | -$470K | 0.19% | 61 |
|
|
2025
Q1 | $2.38M | Sell |
9,742
-2,523
| -21% | -$616K | 0.32% | 42 |
|
|
2024
Q4 | $2.61M | Sell |
12,265
-1,498
| -11% | -$318K | 0.3% | 39 |
|
|
2024
Q3 | $3.07M | Buy |
13,763
+181
| +1% | +$40.4K | 0.38% | 35 |
|
|
2024
Q2 | $2.86M | Buy |
+13,582
| New | +$2.86M | 0.38% | 34 |
|
|
2024
Q1 | – | Sell |
-18,128
| Closed | -$3.43M | – | 433 |
|
|
2023
Q4 | $3.43M | Buy |
18,128
+136
| +0.8% | +$25.8K | 0.56% | 30 |
|
|
2023
Q3 | $3.42M | Buy |
17,992
+3,252
| +22% | +$619K | 0.62% | 29 |
|
|
2023
Q2 | $2.77M | Buy |
14,740
+5,245
| +55% | +$986K | 0.47% | 35 |
|
|
2023
Q1 | $1.58M | Sell |
9,495
-8,844
| -48% | -$1.47M | 0.32% | 45 |
|
|
2022
Q4 | $3.03M | Buy |
+18,339
| New | +$3.03M | 0.69% | 31 |
|
|
2022
Q3 | – | Sell |
-12,671
| Closed | -$1.48M | – | 192 |
|
|
2022
Q2 | $1.48M | Buy |
12,671
+2,671
| +27% | +$313K | 0.21% | 61 |
|
|
2022
Q1 | $1.41M | Hold |
10,000
| – | – | 0.18% | 69 |
|
|
2021
Q4 | $1.74M | Hold |
10,000
| – | – | 0.24% | 57 |
|
|
2021
Q3 | $1.51M | Hold |
10,000
| – | – | 0.21% | 64 |
|
|
2021
Q2 | $1.41M | Hold |
10,000
| – | – | 0.18% | 69 |
|
|
2021
Q1 | $1.22M | Sell |
10,000
-2,671
| -21% | -$325K | 0.19% | 67 |
|
|
2020
Q4 | $1.48M | Hold |
12,671
| – | – | 0.21% | 61 |
|
|
2020
Q3 | $1.45M | Sell |
12,671
-44
| -0.3% | -$5.05K | 0.25% | 56 |
|
|
2020
Q2 | $1.37M | Hold |
12,715
| – | – | 0.29% | 57 |
|
|
2020
Q1 | $1.1M | Buy |
12,715
+2,864
| +29% | +$248K | 0.27% | 52 |
|
|
2019
Q4 | $1.1M | Sell |
9,851
-94
| -0.9% | -$10.5K | 0.23% | 67 |
|
|
2019
Q3 | $995K | Sell |
9,945
-55
| -0.6% | -$5.5K | 0.24% | 70 |
|
|
2019
Q2 | $998K | Hold |
10,000
| – | – | 0.24% | 65 |
|
|
2019
Q1 | $939K | Sell |
10,000
-11,004
| -52% | -$1.03M | 0.25% | 64 |
|
|
2018
Q4 | $1.68M | Sell |
21,004
-65
| -0.3% | -$5.18K | 0.51% | 36 |
|
|
2018
Q3 | $1.74M | Sell |
21,069
-59
| -0.3% | -$4.88K | 0.41% | 55 |
|
|
2018
Q2 | $1.73M | Buy |
+21,128
| New | +$1.73M | 0.47% | 51 |
|