Ledyard National Bank’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 | $1.71M | Buy |
7,833
+351
| +5% | +$76.7K | 0.16% | 91 |
|
|
2025
Q1 | $1.83M | Buy |
7,482
+437
| +6% | +$107K | 0.18% | 87 |
|
|
2024
Q4 | $1.5M | Buy |
7,045
+3,164
| +82% | +$672K | 0.14% | 90 |
|
|
2024
Q3 | $866K | Buy |
3,881
+380
| +11% | +$84.8K | 0.08% | 119 |
|
|
2024
Q2 | $738K | Buy |
3,501
+1,167
| +50% | +$246K | 0.07% | 123 |
|
|
2024
Q1 | $481K | Sell |
2,334
-250
| -10% | -$51.5K | 0.05% | 145 |
|
|
2023
Q4 | $490K | Buy |
2,584
+949
| +58% | +$180K | 0.05% | 142 |
|
|
2023
Q3 | $311K | Sell |
1,635
-12
| -0.7% | -$2.28K | 0.04% | 164 |
|
|
2023
Q2 | $310K | Buy |
1,647
+46
| +3% | +$8.65K | 0.03% | 177 |
|
|
2023
Q1 | $267K | Hold |
1,601
| – | – | 0.03% | 180 |
|
|
2022
Q4 | $265K | Sell |
1,601
-180
| -10% | -$29.8K | 0.03% | 176 |
|
|
2022
Q3 | $266K | Buy |
+1,781
| New | +$266K | 0.03% | 173 |
|
|
2020
Q1 | – | Sell |
-1,801
| Closed | -$201K | – | 241 |
|
|
2019
Q4 | $201K | Buy |
+1,801
| New | +$201K | 0.02% | 252 |
|
|
2019
Q1 | – | Sell |
-2,001
| Closed | -$160K | – | 501 |
|
|
2018
Q4 | $160K | Hold |
2,001
| – | – | 0.02% | 284 |
|
|
2018
Q3 | $166K | Sell |
2,001
-1,225
| -38% | -$102K | 0.02% | 299 |
|
|
2018
Q2 | $264K | Hold |
3,226
| – | – | 0.03% | 258 |
|
|
2018
Q1 | $266K | Sell |
3,226
-175
| -5% | -$14.4K | 0.03% | 265 |
|
|
2017
Q4 | $277K | Buy |
3,401
+250
| +8% | +$20.4K | 0.03% | 273 |
|
|
2017
Q3 | $264K | Buy |
3,151
+300
| +11% | +$25.1K | 0.04% | 264 |
|
|
2017
Q2 | $222K | Buy |
2,851
+1,340
| +89% | +$104K | 0.03% | 255 |
|
|
2017
Q1 | $112K | Buy |
1,511
+1,310
| +652% | +$97.1K | 0.02% | 331 |
|
|
2016
Q4 | $14K | Hold |
201
| – | – | ﹤0.01% | 450 |
|
|
2016
Q3 | $14K | Hold |
201
| – | – | ﹤0.01% | 456 |
|
|
2016
Q2 | $14K | Hold |
201
| – | – | ﹤0.01% | 433 |
|
|
2016
Q1 | $12K | Hold |
201
| – | – | ﹤0.01% | 507 |
|
|
2015
Q4 | $11K | Hold |
201
| – | – | ﹤0.01% | 508 |
|
|
2015
Q3 | $10K | Hold |
201
| – | – | ﹤0.01% | 504 |
|
|
2015
Q2 | $11K | Hold |
201
| – | – | ﹤0.01% | 508 |
|
|
2015
Q1 | $11K | Hold |
201
| – | – | ﹤0.01% | 485 |
|
|
2014
Q4 | $12K | Hold |
201
| – | – | ﹤0.01% | 501 |
|
|
2014
Q3 | $11K | Hold |
201
| – | – | ﹤0.01% | 458 |
|
|
2014
Q2 | $10K | Hold |
201
| – | – | ﹤0.01% | 489 |
|
|
2014
Q1 | $10K | Hold |
201
| – | – | ﹤0.01% | 470 |
|
|
2013
Q4 | $10K | Buy |
+201
| New | +$10K | ﹤0.01% | 477 |
|