Laurie J. Hall Trustee’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 | $352K | Hold |
1,610
| – | – | 0.12% | 91 |
|
|
2025
Q1 | $393K | Sell |
1,610
-250
| -13% | -$61K | 0.14% | 88 |
|
|
2024
Q4 | $395K | Hold |
1,860
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $415K | Hold |
1,860
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $392K | Hold |
1,860
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $383K | Hold |
1,860
| – | – | 0.13% | 87 |
|
|
2023
Q4 | $352K | Hold |
1,860
| – | – | 0.13% | 85 |
|
|
2023
Q3 | $355K | Sell |
1,860
-350
| -16% | -$66.8K | 0.15% | 79 |
|
|
2023
Q2 | $415K | Hold |
2,210
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $368K | Sell |
2,210
-180
| -8% | -$30K | 0.16% | 79 |
|
|
2022
Q4 | $396K | Hold |
2,390
| – | – | 0.18% | 77 |
|
|
2022
Q3 | $356K | Sell |
2,390
-100
| -4% | -$14.9K | 0.18% | 79 |
|
|
2022
Q2 | $387K | Hold |
2,490
| – | – | 0.18% | 79 |
|
|
2022
Q1 | $425K | Hold |
2,490
| – | – | 0.16% | 82 |
|
|
2021
Q4 | $432K | Sell |
2,490
-20
| -0.8% | -$3.47K | 0.15% | 83 |
|
|
2021
Q3 | $380K | Sell |
2,510
-140
| -5% | -$21.2K | 0.15% | 81 |
|
|
2021
Q2 | $372K | Hold |
2,650
| – | – | 0.14% | 84 |
|
|
2021
Q1 | $322K | Hold |
2,650
| – | – | 0.12% | 94 |
|
|
2020
Q4 | $310K | Hold |
2,650
| – | – | 0.13% | 90 |
|
|
2020
Q3 | $305K | Buy |
+2,650
| New | +$305K | 0.14% | 86 |
|
|
2019
Q4 | $295K | Hold |
2,650
| – | – | 0.14% | 91 |
|
|
2019
Q3 | $265K | Sell |
2,650
-150
| -5% | -$15K | 0.14% | 97 |
|
|
2019
Q2 | $280K | Hold |
2,800
| – | – | 0.15% | 90 |
|
|
2019
Q1 | $263K | Sell |
2,800
-250
| -8% | -$23.5K | 0.14% | 94 |
|
|
2018
Q4 | $277K | Hold |
3,050
| – | – | 0.15% | 90 |
|
|
2018
Q3 | $253K | Hold |
3,050
| – | – | 0.13% | 93 |
|
|
2018
Q2 | $250K | Sell |
3,050
-50
| -2% | -$4.1K | 0.14% | 88 |
|
|
2018
Q1 | $256K | Hold |
3,100
| – | – | 0.16% | 82 |
|
|
2017
Q4 | $252K | Buy |
3,100
+400
| +15% | +$32.5K | 0.14% | 89 |
|
|
2017
Q3 | $226K | Sell |
2,700
-200
| -7% | -$16.8K | 0.14% | 83 |
|
|
2017
Q2 | $226K | Sell |
2,900
-50
| -2% | -$3.9K | 0.14% | 86 |
|
|
2017
Q1 | $216K | Sell |
2,950
-100
| -3% | -$7.34K | 0.14% | 87 |
|
|
2016
Q4 | $209K | Buy |
+3,050
| New | +$209K | 0.13% | 87 |
|
|
2016
Q2 | $222K | Sell |
3,300
-200
| -6% | -$13.5K | 0.14% | 87 |
|
|
2016
Q1 | $218K | Hold |
3,500
| – | – | 0.14% | 88 |
|
|
2015
Q4 | $198K | Buy |
+3,500
| New | +$198K | 0.14% | 91 |
|
|
2015
Q1 | – | Sell |
-3,500
| Closed | -$200K | – | 89 |
|
|
2014
Q4 | $200K | Buy |
+3,500
| New | +$200K | 0.14% | 90 |
|
|
2014
Q2 | – | Sell |
-4,600
| Closed | -$227K | – | 88 |
|
|
2014
Q1 | $227K | Hold |
4,600
| – | – | 0.18% | 81 |
|
|
2013
Q4 | $222K | Hold |
4,600
| – | – | 0.17% | 81 |
|
|
2013
Q3 | $200K | Buy |
+4,600
| New | +$200K | 0.17% | 83 |
|