Howland Capital Management’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 | $2.55M | Sell |
11,682
-300
| -3% | -$65.6K | 0.1% | 98 |
|
|
2025
Q1 | $2.92M | Buy |
11,982
+1,222
| +11% | +$298K | 0.13% | 87 |
|
|
2024
Q4 | $2.29M | Sell |
10,760
-171
| -2% | -$36.3K | 0.1% | 102 |
|
|
2024
Q3 | $2.44M | Sell |
10,931
-131
| -1% | -$29.2K | 0.11% | 98 |
|
|
2024
Q2 | $2.33M | Sell |
11,062
-131
| -1% | -$27.6K | 0.11% | 91 |
|
|
2024
Q1 | $2.31M | Sell |
11,193
-200
| -2% | -$41.2K | 0.11% | 97 |
|
|
2023
Q4 | $2.16M | Sell |
11,393
-37
| -0.3% | -$7.01K | 0.11% | 98 |
|
|
2023
Q3 | $2.18M | Hold |
11,430
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $2.15M | Hold |
11,430
| – | – | 0.12% | 91 |
|
|
2023
Q1 | $1.9M | Hold |
11,430
| – | – | 0.11% | 95 |
|
|
2022
Q4 | $1.89M | Buy |
11,430
+1,200
| +12% | +$199K | 0.12% | 97 |
|
|
2022
Q3 | $1.53M | Buy |
10,230
+900
| +10% | +$134K | 0.1% | 98 |
|
|
2022
Q2 | $1.45M | Buy |
9,330
+800
| +9% | +$124K | 0.09% | 100 |
|
|
2022
Q1 | $1.45M | Sell |
8,530
-475
| -5% | -$81K | 0.08% | 91 |
|
|
2021
Q4 | $1.57M | Buy |
9,005
+8
| +0.1% | +$1.39K | 0.08% | 93 |
|
|
2021
Q3 | $1.36M | Hold |
8,997
| – | – | 0.07% | 104 |
|
|
2021
Q2 | $1.27M | Hold |
8,997
| – | – | 0.07% | 112 |
|
|
2021
Q1 | $1.1M | Buy |
8,997
+375
| +4% | +$45.7K | 0.06% | 115 |
|
|
2020
Q4 | $1.01M | Hold |
8,622
| – | – | 0.06% | 116 |
|
|
2020
Q3 | $989K | Hold |
8,622
| – | – | 0.07% | 107 |
|
|
2020
Q2 | $926K | Sell |
8,622
-386
| -4% | -$41.5K | 0.07% | 111 |
|
|
2020
Q1 | $779K | Sell |
9,008
-12
| -0.1% | -$1.04K | 0.07% | 110 |
|
|
2019
Q4 | $1.01M | Buy |
9,020
+211
| +2% | +$23.5K | 0.07% | 114 |
|
|
2019
Q3 | $881K | Buy |
8,809
+37
| +0.4% | +$3.7K | 0.07% | 120 |
|
|
2019
Q2 | $875K | Buy |
8,772
+1
| +0% | +$100 | 0.07% | 115 |
|
|
2019
Q1 | $824K | Buy |
8,771
+386
| +5% | +$36.3K | 0.07% | 118 |
|
|
2018
Q4 | $669K | Sell |
8,385
-411
| -5% | -$32.8K | 0.06% | 122 |
|
|
2018
Q3 | $728K | Buy |
8,796
+64
| +0.7% | +$5.3K | 0.06% | 136 |
|
|
2018
Q2 | $716K | Hold |
8,732
| – | – | 0.06% | 138 |
|
|
2018
Q1 | $721K | Buy |
8,732
+232
| +3% | +$19.2K | 0.06% | 136 |
|
|
2017
Q4 | $692K | Sell |
8,500
-366
| -4% | -$29.8K | 0.06% | 140 |
|
|
2017
Q3 | $743K | Sell |
8,866
-300
| -3% | -$25.1K | 0.06% | 136 |
|
|
2017
Q2 | $715K | Hold |
9,166
| – | – | 0.06% | 140 |
|
|
2017
Q1 | $677K | Hold |
9,166
| – | – | 0.06% | 137 |
|
|
2016
Q4 | $620K | Hold |
9,166
| – | – | 0.06% | 142 |
|
|
2016
Q3 | $616K | Hold |
9,166
| – | – | 0.06% | 138 |
|
|
2016
Q2 | $628K | Sell |
9,166
-150
| -2% | -$10.3K | 0.06% | 136 |
|
|
2016
Q1 | $566K | Sell |
9,316
-1,087
| -10% | -$66K | 0.06% | 139 |
|
|
2015
Q4 | $577K | Buy |
10,403
+625
| +6% | +$34.7K | 0.06% | 139 |
|
|
2015
Q3 | $511K | Buy |
9,778
+7
| +0.1% | +$366 | 0.06% | 143 |
|
|
2015
Q2 | $554K | Buy |
9,771
+8
| +0.1% | +$454 | 0.06% | 139 |
|
|
2015
Q1 | $548K | Buy |
9,763
+169
| +2% | +$9.49K | 0.06% | 138 |
|
|
2014
Q4 | $549K | Hold |
9,594
| – | – | 0.05% | 140 |
|
|
2014
Q3 | $502K | Sell |
9,594
-300
| -3% | -$15.7K | 0.05% | 140 |
|
|
2014
Q2 | $513K | Buy |
9,894
+228
| +2% | +$11.8K | 0.05% | 133 |
|
|
2014
Q1 | $477K | Hold |
9,666
| – | – | 0.05% | 132 |
|
|
2013
Q4 | $467K | Buy |
9,666
+1,066
| +12% | +$51.5K | 0.06% | 133 |
|
|
2013
Q3 | $375K | Hold |
8,600
| – | – | 0.05% | 135 |
|
|
2013
Q2 | $343K | Buy |
+8,600
| New | +$343K | 0.05% | 111 |
|