MassMutual Private Wealth & Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $838K | Buy |
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|
2025
Q2 | $900K | Buy |
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|
2025
Q1 | $958K | Buy |
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|
2024
Q4 | $808K | Buy |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $150K | Buy |
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|
2022
Q1 | $164K | Sell |
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|
2021
Q4 | $187K | Sell |
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|
2021
Q3 | $168K | Sell |
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|
2021
Q2 | $165K | Sell |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $132K | Buy |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $166K | Sell |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $168K | Sell |
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|
2019
Q1 | $167K | Sell |
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|
2018
Q4 | $143K | Sell |
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|
2018
Q3 | $154K | Sell |
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|
2018
Q2 | $158K | Sell |
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|
2018
Q1 | $165K | Sell |
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|
2017
Q4 | $193K | Sell |
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|
2017
Q3 | $205K | Sell |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $348K | Sell |
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|
2016
Q4 | $325K | Buy |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $929K | Buy |
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|
2015
Q3 | $812K | Buy |
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|
2015
Q2 | $801K | Sell |
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|
2015
Q1 | $925K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $812K | Buy |
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|
2014
Q2 | – | Hold |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.27K | Buy |
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