Ipswich Investment 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 | $7.06M | Sell |
32,271
-820
| -2% | -$179K | 1.7% | 15 |
|
|
2025
Q1 | $8.08M | Sell |
33,091
-518
| -2% | -$126K | 2% | 14 |
|
|
2024
Q4 | $7.14M | Sell |
33,609
-146
| -0.4% | -$31K | 1.72% | 16 |
|
|
2024
Q3 | $7.53M | Buy |
33,755
+22
| +0.1% | +$4.91K | 1.74% | 16 |
|
|
2024
Q2 | $7.11M | Buy |
33,733
+125
| +0.4% | +$26.3K | 1.66% | 19 |
|
|
2024
Q1 | $6.92M | Buy |
33,608
+180
| +0.5% | +$37.1K | 1.62% | 20 |
|
|
2023
Q4 | $6.33M | Sell |
33,428
-35
| -0.1% | -$6.63K | 1.6% | 18 |
|
|
2023
Q3 | $6.37M | Sell |
33,463
-22
| -0.1% | -$4.19K | 1.74% | 16 |
|
|
2023
Q2 | $6.3M | Buy |
33,485
+114
| +0.3% | +$21.4K | 1.66% | 16 |
|
|
2023
Q1 | $5.56M | Sell |
33,371
-457
| -1% | -$76.1K | 1.52% | 19 |
|
|
2022
Q4 | $5.6M | Sell |
33,828
-339
| -1% | -$56.1K | 1.6% | 16 |
|
|
2022
Q3 | $5.1M | Sell |
34,167
-475
| -1% | -$70.9K | 1.62% | 14 |
|
|
2022
Q2 | $5.38M | Sell |
34,642
-330
| -0.9% | -$51.2K | 1.55% | 16 |
|
|
2022
Q1 | $5.96M | Buy |
34,972
+85
| +0.2% | +$14.5K | 1.48% | 16 |
|
|
2021
Q4 | $6.06M | Buy |
34,887
+196
| +0.6% | +$34.1K | 1.42% | 15 |
|
|
2021
Q3 | $5.25M | Sell |
34,691
-35
| -0.1% | -$5.3K | 1.34% | 16 |
|
|
2021
Q2 | $4.89M | Buy |
34,726
+540
| +2% | +$76K | 1.25% | 19 |
|
|
2021
Q1 | $4.16M | Buy |
34,186
+605
| +2% | +$73.7K | 1.17% | 24 |
|
|
2020
Q4 | $3.93M | Buy |
33,581
+1,368
| +4% | +$160K | 1.18% | 28 |
|
|
2020
Q3 | $3.7M | Sell |
32,213
-165
| -0.5% | -$18.9K | 1.18% | 25 |
|
|
2020
Q2 | $3.48M | Buy |
32,378
+45
| +0.1% | +$4.83K | 1.2% | 25 |
|
|
2020
Q1 | $2.8M | Sell |
32,333
-2,190
| -6% | -$189K | 1.1% | 32 |
|
|
2019
Q4 | $3.85M | Sell |
34,523
-130
| -0.4% | -$14.5K | 1.13% | 30 |
|
|
2019
Q3 | $3.47M | Buy |
34,653
+280
| +0.8% | +$28K | 1.1% | 31 |
|
|
2019
Q2 | $3.43M | Sell |
34,373
-390
| -1% | -$38.9K | 1.09% | 32 |
|
|
2019
Q1 | $3.26M | Buy |
34,763
+585
| +2% | +$54.9K | 1.07% | 31 |
|
|
2018
Q4 | $2.73M | Buy |
34,178
+1,988
| +6% | +$159K | 1% | 34 |
|
|
2018
Q3 | $2.66M | Buy |
32,190
+1,405
| +5% | +$116K | 0.9% | 35 |
|
|
2018
Q2 | $2.52M | Buy |
30,785
+1,630
| +6% | +$134K | 1.16% | 32 |
|
|
2018
Q1 | $2.41M | Buy |
29,155
+1,620
| +6% | +$134K | 1.02% | 31 |
|
|
2017
Q4 | $2.24M | Buy |
27,535
+1,835
| +7% | +$149K | 0.95% | 35 |
|
|
2017
Q3 | $2.15M | Buy |
25,700
+820
| +3% | +$68.7K | 0.97% | 35 |
|
|
2017
Q2 | $1.94M | Buy |
+24,880
| New | +$1.94M | 0.91% | 37 |
|