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 |
|