Manchester Capital 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 | $1.06M | Sell |
4,871
-10
| -0.2% | -$2.19K | 0.14% | 111 |
|
|
2025
Q1 | $1.19M | Buy |
4,881
+22
| +0.5% | +$5.37K | 0.15% | 98 |
|
|
2024
Q4 | $1.03M | Sell |
4,859
-6
| -0.1% | -$1.27K | 0.12% | 112 |
|
|
2024
Q3 | $1.09M | Buy |
4,865
+97
| +2% | +$21.6K | 0.13% | 110 |
|
|
2024
Q2 | $1M | Buy |
4,768
+138
| +3% | +$29.1K | 0.12% | 108 |
|
|
2024
Q1 | $954K | Sell |
4,630
-167
| -3% | -$34.4K | 0.12% | 121 |
|
|
2023
Q4 | $909K | Buy |
4,797
+68
| +1% | +$12.9K | 0.12% | 109 |
|
|
2023
Q3 | $900K | Buy |
4,729
+194
| +4% | +$36.9K | 0.13% | 99 |
|
|
2023
Q2 | $853K | Sell |
4,535
-46
| -1% | -$8.65K | 0.11% | 105 |
|
|
2023
Q1 | $763K | Hold |
4,581
| – | – | 0.1% | 131 |
|
|
2022
Q4 | $758K | Buy |
4,581
+1,854
| +68% | +$307K | 0.11% | 112 |
|
|
2022
Q3 | $407K | Buy |
2,727
+7
| +0.3% | +$1.05K | 0.07% | 143 |
|
|
2022
Q2 | $422K | Buy |
2,720
+1,159
| +74% | +$180K | 0.07% | 149 |
|
|
2022
Q1 | $266K | Buy |
1,561
+4
| +0.3% | +$682 | 0.04% | 220 |
|
|
2021
Q4 | $271K | Hold |
1,557
| – | – | 0.04% | 233 |
|
|
2021
Q3 | $236K | Sell |
1,557
-11
| -0.7% | -$1.67K | 0.03% | 260 |
|
|
2021
Q2 | $221K | Buy |
1,568
+66
| +4% | +$9.3K | 0.03% | 251 |
|
|
2021
Q1 | $183K | Buy |
1,502
+14
| +0.9% | +$1.71K | 0.03% | 263 |
|
|
2020
Q4 | $174K | Sell |
1,488
-5
| -0.3% | -$585 | 0.03% | 252 |
|
|
2020
Q3 | $171K | Sell |
1,493
-1,521
| -50% | -$174K | 0.03% | 223 |
|
|
2020
Q2 | $324K | Hold |
3,014
| – | – | 0.04% | 188 |
|
|
2020
Q1 | $261K | Hold |
3,014
| – | – | 0.04% | 190 |
|
|
2019
Q4 | $336K | Hold |
3,014
| – | – | 0.04% | 202 |
|
|
2019
Q3 | $302K | Hold |
3,014
| – | – | 0.04% | 204 |
|
|
2019
Q2 | $301K | Hold |
3,014
| – | – | 0.04% | 200 |
|
|
2019
Q1 | $283K | Sell |
3,014
-170
| -5% | -$16K | 0.04% | 197 |
|
|
2018
Q4 | $261K | Hold |
3,184
| – | – | 0.04% | 189 |
|
|
2018
Q3 | $263K | Hold |
3,184
| – | – | 0.04% | 196 |
|
|
2018
Q2 | $261K | Buy |
3,184
+170
| +6% | +$13.9K | 0.04% | 192 |
|
|
2018
Q1 | $249K | Hold |
3,014
| – | – | 0.04% | 179 |
|
|
2017
Q4 | $245K | Hold |
3,014
| – | – | 0.04% | 178 |
|
|
2017
Q3 | $253K | Hold |
3,014
| – | – | 0.04% | 160 |
|
|
2017
Q2 | $235K | Hold |
3,014
| – | – | 0.04% | 167 |
|
|
2017
Q1 | $223K | Hold |
3,014
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $204K | Sell |
3,014
-279
| -8% | -$18.9K | 0.03% | 178 |
|
|
2016
Q3 | $221K | Sell |
3,293
-1,113
| -25% | -$74.7K | 0.03% | 177 |
|
|
2016
Q2 | $302K | Hold |
4,406
| – | – | 0.04% | 158 |
|
|
2016
Q1 | $268K | Hold |
4,406
| – | – | 0.04% | 169 |
|
|
2015
Q4 | $244K | Hold |
4,406
| – | – | 0.03% | 190 |
|
|
2015
Q3 | $230K | Hold |
4,406
| – | – | 0.04% | 179 |
|
|
2015
Q2 | $250K | Hold |
4,406
| – | – | 0.04% | 185 |
|
|
2015
Q1 | $247K | Sell |
4,406
-556
| -11% | -$31.2K | 0.04% | 186 |
|
|
2014
Q4 | $284K | Hold |
4,962
| – | – | 0.04% | 278 |
|
|
2014
Q3 | $260K | Hold |
4,962
| – | – | 0.03% | 287 |
|
|
2014
Q2 | $257K | Hold |
4,962
| – | – | 0.03% | 301 |
|
|
2014
Q1 | $245K | Buy |
4,962
+279
| +6% | +$13.8K | 0.04% | 286 |
|
|
2013
Q4 | $226K | Hold |
4,683
| – | – | 0.04% | 304 |
|
|
2013
Q3 | $204K | Hold |
4,683
| – | – | 0.04% | 319 |
|
|
2013
Q2 | $187K | Buy |
+4,683
| New | +$187K | 0.03% | 319 |
|