HM Payson & Co’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.19M | Sell |
4,893
-42
| -0.9% | -$10.2K | 0.02% | 200 |
|
|
2024
Q4 | $1.05M | Sell |
4,935
-2
| -0% | -$425 | 0.02% | 208 |
|
|
2024
Q3 | $1.1M | Buy |
4,937
+131
| +3% | +$29.2K | 0.02% | 209 |
|
|
2024
Q2 | $1.01M | Sell |
4,806
-122
| -2% | -$25.7K | 0.02% | 202 |
|
|
2024
Q1 | $1.02M | Buy |
4,928
+13
| +0.3% | +$2.68K | 0.02% | 204 |
|
|
2023
Q4 | $931K | Sell |
4,915
-122
| -2% | -$23.1K | 0.02% | 211 |
|
|
2023
Q3 | $959K | Buy |
5,037
+744
| +17% | +$142K | 0.02% | 199 |
|
|
2023
Q2 | $807K | Sell |
4,293
-3,450
| -45% | -$649K | 0.02% | 213 |
|
|
2023
Q1 | $1.29M | Buy |
7,743
+232
| +3% | +$38.6K | 0.03% | 170 |
|
|
2022
Q4 | $1.24M | Sell |
7,511
-85
| -1% | -$14.1K | 0.03% | 172 |
|
|
2022
Q3 | $1.13M | Buy |
7,596
+92
| +1% | +$13.7K | 0.03% | 173 |
|
|
2022
Q2 | $1.17M | Sell |
7,504
-6
| -0.1% | -$932 | 0.03% | 174 |
|
|
2022
Q1 | $1.28M | Buy |
7,510
+56
| +0.8% | +$9.55K | 0.03% | 178 |
|
|
2021
Q4 | $1.3M | Sell |
7,454
-164
| -2% | -$28.5K | 0.03% | 188 |
|
|
2021
Q3 | $1.15M | Buy |
7,618
+164
| +2% | +$24.8K | 0.03% | 193 |
|
|
2021
Q2 | $1.05M | Hold |
7,454
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $908K | Sell |
7,454
-264
| -3% | -$32.2K | 0.02% | 215 |
|
|
2020
Q4 | $903K | Buy |
7,718
+114
| +1% | +$13.3K | 0.03% | 215 |
|
|
2020
Q3 | $872K | Buy |
7,604
+20
| +0.3% | +$2.29K | 0.03% | 206 |
|
|
2020
Q2 | $814K | Hold |
7,584
| – | – | 0.03% | 201 |
|
|
2020
Q1 | $656K | Sell |
7,584
-40
| -0.5% | -$3.46K | 0.03% | 197 |
|
|
2019
Q4 | $849K | Sell |
7,624
-91
| -1% | -$10.1K | 0.03% | 218 |
|
|
2019
Q3 | $772K | Buy |
7,715
+91
| +1% | +$9.11K | 0.03% | 219 |
|
|
2019
Q2 | $760K | Buy |
+7,624
| New | +$760K | 0.03% | 221 |
|
|
2018
Q4 | – | Sell |
-7,084
| Closed | -$586K | – | 258 |
|
|
2018
Q3 | $586K | Sell |
7,084
-680
| -9% | -$56.3K | 0.03% | 216 |
|
|
2018
Q2 | $637K | Buy |
7,764
+306
| +4% | +$25.1K | 0.03% | 208 |
|
|
2018
Q1 | $616K | Buy |
7,458
+124
| +2% | +$10.2K | 0.03% | 216 |
|
|
2017
Q4 | $597K | Buy |
7,334
+570
| +8% | +$46.4K | 0.02% | 232 |
|
|
2017
Q3 | $567K | Sell |
6,764
-500
| -7% | -$41.9K | 0.02% | 228 |
|
|
2017
Q2 | $566K | Hold |
7,264
| – | – | 0.03% | 229 |
|
|
2017
Q1 | $537K | Buy |
7,264
+10
| +0.1% | +$739 | 0.02% | 223 |
|
|
2016
Q4 | $491K | Sell |
7,254
-750
| -9% | -$50.8K | 0.02% | 225 |
|
|
2016
Q3 | $539K | Buy |
8,004
+10
| +0.1% | +$673 | 0.03% | 217 |
|
|
2016
Q2 | $547K | Hold |
7,994
| – | – | 0.03% | 214 |
|
|
2016
Q1 | $486K | Buy |
7,994
+2,900
| +57% | +$176K | 0.03% | 210 |
|
|
2015
Q4 | $282K | Hold |
5,094
| – | – | 0.01% | 262 |
|
|
2015
Q3 | $266K | Buy |
5,094
+858
| +20% | +$44.8K | 0.01% | 258 |
|
|
2015
Q2 | $240K | Hold |
4,236
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $238K | Hold |
4,236
| – | – | 0.01% | 272 |
|
|
2014
Q4 | $242K | Sell |
4,236
-900
| -18% | -$51.4K | 0.01% | 275 |
|
|
2014
Q3 | $269K | Hold |
5,136
| – | – | 0.01% | 258 |
|
|
2014
Q2 | $266K | Hold |
5,136
| – | – | 0.01% | 256 |
|
|
2014
Q1 | $253K | Buy |
5,136
+142
| +3% | +$7K | 0.01% | 256 |
|
|
2013
Q4 | $242K | Hold |
4,994
| – | – | 0.01% | 259 |
|
|
2013
Q3 | $217K | Buy |
+4,994
| New | +$217K | 0.01% | 270 |
|