HM Payson & Co’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 | $998K | Buy |
|
|||||
|
2025
Q2 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $1.19M | Sell |
|
|||||
|
2024
Q4 | $1.05M | Sell |
|
|||||
|
2024
Q3 | $1.1M | Buy |
|
|||||
|
2024
Q2 | $1.01M | Sell |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $931K | Sell |
|
|||||
|
2023
Q3 | $959K | Buy |
|
|||||
|
2023
Q2 | $807K | Sell |
|
|||||
|
2023
Q1 | $1.29M | Buy |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.13M | Buy |
|
|||||
|
2022
Q2 | $1.17M | Sell |
|
|||||
|
2022
Q1 | $1.28M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.15M | Buy |
|
|||||
|
2021
Q2 | $1.05M | Hold |
|
|||||
|
2021
Q1 | $908K | Sell |
|
|||||
|
2020
Q4 | $903K | Buy |
|
|||||
|
2020
Q3 | $872K | Buy |
|
|||||
|
2020
Q2 | $814K | Hold |
|
|||||
|
2020
Q1 | $656K | Sell |
|
|||||
|
2019
Q4 | $849K | Sell |
|
|||||
|
2019
Q3 | $772K | Buy |
|
|||||
|
2019
Q2 | $760K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $586K | Sell |
|
|||||
|
2018
Q2 | $637K | Buy |
|
|||||
|
2018
Q1 | $616K | Buy |
|
|||||
|
2017
Q4 | $597K | Buy |
|
|||||
|
2017
Q3 | $567K | Sell |
|
|||||
|
2017
Q2 | $566K | Hold |
|
|||||
|
2017
Q1 | $537K | Buy |
|
|||||
|
2016
Q4 | $491K | Sell |
|
|||||
|
2016
Q3 | $539K | Buy |
|
|||||
|
2016
Q2 | $547K | Hold |
|
|||||
|
2016
Q1 | $486K | Buy |
|
|||||
|
2015
Q4 | $282K | Hold |
|
|||||
|
2015
Q3 | $266K | Buy |
|
|||||
|
2015
Q2 | $240K | Hold |
|
|||||
|
2015
Q1 | $238K | Hold |
|
|||||
|
2014
Q4 | $242K | Sell |
|
|||||
|
2014
Q3 | $269K | Hold |
|
|||||
|
2014
Q2 | $266K | Hold |
|
|||||
|
2014
Q1 | $253K | Buy |
|
|||||
|
2013
Q4 | $242K | Hold |
|
|||||
|
2013
Q3 | $217K | Buy |
|