Hutchinson 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 | $437K | Sell |
2,000
-1,395
| -41% | -$305K | 0.08% | 67 |
|
2025
Q1 | $828K | Sell |
3,395
-275
| -7% | -$67.1K | 0.16% | 53 |
|
2024
Q4 | $780K | Hold |
3,670
| – | – | 0.15% | 54 |
|
2024
Q3 | $819K | Sell |
3,670
-11
| -0.3% | -$2.45K | 0.16% | 54 |
|
2024
Q2 | $776K | Buy |
3,681
+5
| +0.1% | +$1.05K | 0.16% | 53 |
|
2024
Q1 | $757K | Buy |
3,676
+6
| +0.2% | +$1.24K | 0.15% | 47 |
|
2023
Q4 | $695K | Sell |
3,670
-48
| -1% | -$9.1K | 0.15% | 49 |
|
2023
Q3 | $708K | Sell |
3,718
-24
| -0.6% | -$4.57K | 0.17% | 47 |
|
2023
Q2 | $704K | Buy |
3,742
+4
| +0.1% | +$752 | 0.17% | 47 |
|
2023
Q1 | $623K | Buy |
3,738
+3
| +0.1% | +$500 | 0.16% | 44 |
|
2022
Q4 | $618K | Sell |
3,735
-51
| -1% | -$8.44K | 0.16% | 44 |
|
2022
Q3 | $565K | Buy |
3,786
+1
| +0% | +$149 | 0.15% | 46 |
|
2022
Q2 | $588K | Buy |
3,785
+3
| +0.1% | +$466 | 0.15% | 43 |
|
2022
Q1 | $645K | Buy |
3,782
+6
| +0.2% | +$1.02K | 0.15% | 43 |
|
2021
Q4 | $656K | Buy |
3,776
+4
| +0.1% | +$695 | 0.15% | 44 |
|
2021
Q3 | $571K | Hold |
3,772
| – | – | 0.14% | 45 |
|
2021
Q2 | $531K | Hold |
3,772
| – | – | 0.13% | 47 |
|
2021
Q1 | $459K | Hold |
3,772
| – | – | 0.11% | 48 |
|
2020
Q4 | $441K | Hold |
3,772
| – | – | 0.11% | 50 |
|
2020
Q3 | $433K | Hold |
3,772
| – | – | 0.13% | 51 |
|
2020
Q2 | $405K | Hold |
3,772
| – | – | 0.13% | 49 |
|
2020
Q1 | $326K | Hold |
3,772
| – | – | 0.11% | 53 |
|
2019
Q4 | $420K | Sell |
3,772
-12
| -0.3% | -$1.34K | 0.11% | 53 |
|
2019
Q3 | $379K | Sell |
3,784
-85
| -2% | -$8.51K | 0.1% | 56 |
|
2019
Q2 | $386K | Hold |
3,869
| – | – | 0.11% | 50 |
|
2019
Q1 | $363K | Hold |
3,869
| – | – | 0.11% | 46 |
|
2018
Q4 | $309K | Buy |
3,869
+127
| +3% | +$10.1K | 0.1% | 49 |
|
2018
Q3 | $310K | Hold |
3,742
| – | – | 0.09% | 49 |
|
2018
Q2 | $307K | Sell |
3,742
-200
| -5% | -$16.4K | 0.1% | 44 |
|
2018
Q1 | $326K | Hold |
3,942
| – | – | 0.09% | 42 |
|
2017
Q4 | $321K | Sell |
3,942
-150
| -4% | -$12.2K | 0.08% | 44 |
|
2017
Q3 | $343K | Sell |
4,092
-200
| -5% | -$16.8K | 0.09% | 38 |
|
2017
Q2 | $335K | Hold |
4,292
| – | – | 0.09% | 37 |
|
2017
Q1 | $317K | Sell |
4,292
-30
| -0.7% | -$2.22K | 0.09% | 38 |
|
2016
Q4 | $292K | Sell |
4,322
-480
| -10% | -$32.4K | 0.08% | 42 |
|
2016
Q3 | $323K | Hold |
4,802
| – | – | 0.1% | 37 |
|
2016
Q2 | $329K | Hold |
4,802
| – | – | 0.1% | 43 |
|
2016
Q1 | $292K | Hold |
4,802
| – | – | 0.09% | 42 |
|
2015
Q4 | $266K | Sell |
4,802
-455
| -9% | -$25.2K | 0.08% | 43 |
|
2015
Q3 | $275K | Sell |
5,257
-205
| -4% | -$10.7K | 0.09% | 44 |
|
2015
Q2 | $310K | Hold |
5,462
| – | – | 0.1% | 45 |
|
2015
Q1 | $306K | Sell |
5,462
-263
| -5% | -$14.7K | 0.1% | 47 |
|
2014
Q4 | $328K | Sell |
5,725
-180
| -3% | -$10.3K | 0.09% | 51 |
|
2014
Q3 | $309K | Hold |
5,905
| – | – | 0.09% | 49 |
|
2014
Q2 | $306K | Sell |
5,905
-295
| -5% | -$15.3K | 0.09% | 50 |
|
2014
Q1 | $306K | Hold |
6,200
| – | – | 0.09% | 47 |
|
2013
Q4 | $300K | Sell |
6,200
-2,950
| -32% | -$143K | 0.09% | 49 |
|
2013
Q3 | $398K | Sell |
9,150
-1,050
| -10% | -$45.7K | 0.13% | 44 |
|
2013
Q2 | $407K | Buy |
+10,200
| New | +$407K | 0.14% | 45 |
|