Ironwood Investment Counsel’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
$1.29M Buy
5,900
+151
+3% +$33K 0.2% 106
2025
Q1
$1.4M Buy
5,749
+53
+0.9% +$12.9K 0.24% 96
2024
Q4
$1.21M Sell
5,696
-29
-0.5% -$6.16K 0.21% 106
2024
Q3
$1.28M Buy
5,725
+41
+0.7% +$9.15K 0.21% 104
2024
Q2
$1.2M Sell
5,684
-16
-0.3% -$3.37K 0.21% 104
2024
Q1
$1.17M Hold
5,700
0.2% 108
2023
Q4
$1.08M Hold
5,700
0.2% 109
2023
Q3
$1.08M Buy
5,700
+900
+19% +$171K 0.23% 98
2023
Q2
$903K Hold
4,800
0.2% 98
2023
Q1
$799K Sell
4,800
-20
-0.4% -$3.33K 0.19% 106
2022
Q4
$798K Sell
4,820
-470
-9% -$77.8K 0.19% 107
2022
Q3
$789K Buy
5,290
+377
+8% +$56.2K 0.23% 97
2022
Q2
$762K Buy
4,913
+113
+2% +$17.5K 0.21% 97
2022
Q1
$818K Hold
4,800
0.2% 97
2021
Q4
$834K Hold
4,800
0.19% 99
2021
Q3
$726K Hold
4,800
0.19% 96
2021
Q2
$675K Hold
4,800
0.18% 102
2021
Q1
$584K Hold
4,800
0.17% 109
2020
Q4
$561K Hold
4,800
0.13% 126
2020
Q3
$550K Hold
4,800
0.15% 110
2020
Q2
$515K Hold
4,800
0.16% 111
2020
Q1
$415K Sell
4,800
-8
-0.2% -$692 0.16% 106
2019
Q4
$535K Buy
4,808
+8
+0.2% +$890 0.18% 94
2019
Q3
$480K Hold
4,800
0.18% 91
2019
Q2
$478K Hold
4,800
0.18% 92
2019
Q1
$450K Hold
4,800
0.18% 94
2018
Q4
$382K Hold
4,800
0.17% 104
2018
Q3
$397K Hold
4,800
0.15% 106
2018
Q2
$393K Sell
4,800
-259
-5% -$21.2K 0.17% 100
2018
Q1
$417K Hold
5,059
0.19% 92
2017
Q4
$411K Hold
5,059
0.15% 101
2017
Q3
$424K Hold
5,059
0.17% 94
2017
Q2
$394K Hold
5,059
0.15% 111
2017
Q1
$373K Hold
5,059
0.16% 113
2016
Q4
$342K Hold
5,059
0.15% 115
2016
Q3
$340K Buy
5,059
+259
+5% +$17.4K 0.16% 114
2016
Q2
$329K Hold
4,800
0.19% 96
2016
Q1
$291K Hold
4,800
0.15% 116
2015
Q4
$266K Hold
4,800
0.15% 111
2015
Q3
$250K Hold
4,800
0.14% 114
2015
Q2
$272K Hold
4,800
0.14% 121
2015
Q1
$269K Hold
4,800
0.14% 123
2014
Q4
$275K Hold
4,800
0.14% 124
2014
Q3
$251K Hold
4,800
0.13% 121
2014
Q2
$249K Hold
4,800
0.13% 123
2014
Q1
$237K Hold
4,800
0.13% 123
2013
Q4
$232K Buy
+4,800
New +$232K 0.13% 120