Hudson Valley Investment Advisors’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 | $10.3M | Sell |
46,981
-1,384
| -3% | -$303K | 1.12% | 20 |
|
|
2025
Q1 | $11.8M | Sell |
48,365
-1,549
| -3% | -$378K | 1.41% | 20 |
|
|
2024
Q4 | $10.6M | Sell |
49,914
-418
| -0.8% | -$88.8K | 1.2% | 25 |
|
|
2024
Q3 | $11.2M | Buy |
50,332
+3,276
| +7% | +$731K | 1.24% | 24 |
|
|
2024
Q2 | $9.02M | Sell |
47,056
-7,006
| -13% | -$1.34M | 1.17% | 26 |
|
|
2024
Q1 | $11.1M | Buy |
54,062
+12,645
| +31% | +$2.6M | 1.33% | 18 |
|
|
2023
Q4 | $7.94M | Sell |
41,417
-2,939
| -7% | -$563K | 1.09% | 26 |
|
|
2023
Q3 | $8.44M | Sell |
44,356
-398
| -0.9% | -$75.7K | 1.19% | 24 |
|
|
2023
Q2 | $8.42M | Buy |
44,754
+2,030
| +5% | +$382K | 1.14% | 25 |
|
|
2023
Q1 | $7.12M | Buy |
42,724
+483
| +1% | +$80.4K | 0.99% | 30 |
|
|
2022
Q4 | $6.99M | Buy |
42,241
+820
| +2% | +$136K | 1.06% | 28 |
|
|
2022
Q3 | $6.18M | Sell |
41,421
-205
| -0.5% | -$30.6K | 0.99% | 29 |
|
|
2022
Q2 | $6.46M | Sell |
41,626
-2,967
| -7% | -$461K | 1.01% | 29 |
|
|
2022
Q1 | $7.6M | Sell |
44,593
-3,058
| -6% | -$521K | 1.02% | 25 |
|
|
2021
Q4 | $8.28M | Sell |
47,651
-303
| -0.6% | -$52.7K | 1.29% | 23 |
|
|
2021
Q3 | $7.26M | Sell |
47,954
-394
| -0.8% | -$59.7K | 1.25% | 22 |
|
|
2021
Q2 | $6.8M | Sell |
48,348
-2,215
| -4% | -$312K | 1.18% | 24 |
|
|
2021
Q1 | $6.16M | Buy |
50,563
+2,108
| +4% | +$257K | 1.1% | 29 |
|
|
2020
Q4 | $5.67M | Buy |
48,455
+200
| +0.4% | +$23.4K | 1.08% | 32 |
|
|
2020
Q3 | $5.54M | Buy |
48,255
+417
| +0.9% | +$47.8K | 1.19% | 25 |
|
|
2020
Q2 | $5.14M | Buy |
47,838
+83
| +0.2% | +$8.91K | 1.19% | 26 |
|
|
2020
Q1 | $4.13M | Buy |
47,755
+2,353
| +5% | +$203K | 1.14% | 28 |
|
|
2019
Q4 | $5.06M | Buy |
45,402
+967
| +2% | +$108K | 1.08% | 32 |
|
|
2019
Q3 | $4.45M | Buy |
44,435
+370
| +0.8% | +$37K | 1.03% | 35 |
|
|
2019
Q2 | $4.4M | Sell |
44,065
-395
| -0.9% | -$39.4K | 1.02% | 33 |
|
|
2019
Q1 | $4.18M | Sell |
44,460
-8,663
| -16% | -$813K | 1.01% | 37 |
|
|
2018
Q4 | $4.24M | Buy |
53,123
+15,730
| +42% | +$1.25M | 0.98% | 35 |
|
|
2018
Q3 | $3.09M | Buy |
37,393
+145
| +0.4% | +$12K | 0.72% | 41 |
|
|
2018
Q2 | $3.05M | Buy |
37,248
+670
| +2% | +$54.9K | 0.75% | 40 |
|
|
2018
Q1 | $3.02M | Buy |
36,578
+1,287
| +4% | +$106K | 0.76% | 42 |
|
|
2017
Q4 | $2.87M | Buy |
35,291
+1,300
| +4% | +$106K | 0.71% | 49 |
|
|
2017
Q3 | $2.85M | Buy |
33,991
+1,068
| +3% | +$89.5K | 0.74% | 49 |
|
|
2017
Q2 | $2.57M | Buy |
32,923
+11,500
| +54% | +$897K | 0.71% | 50 |
|
|
2017
Q1 | $1.58M | Buy |
21,423
+1,725
| +9% | +$127K | 0.44% | 68 |
|
|
2016
Q4 | $1.33M | Buy |
19,698
+4,516
| +30% | +$305K | 0.39% | 71 |
|
|
2016
Q3 | $1.02M | Buy |
15,182
+1,766
| +13% | +$119K | 0.32% | 78 |
|
|
2016
Q2 | $918K | Buy |
13,416
+2,191
| +20% | +$150K | 0.29% | 82 |
|
|
2016
Q1 | $682K | Buy |
11,225
+965
| +9% | +$58.6K | 0.22% | 92 |
|
|
2015
Q4 | $569K | Buy |
10,260
+770
| +8% | +$42.7K | 0.18% | 103 |
|
|
2015
Q3 | $496K | Buy |
+9,490
| New | +$496K | 0.16% | 106 |
|