Montrusco Bolton Investments’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $195M | Buy |
|
|||||
|
2024
Q4 | $156M | Sell |
|
|||||
|
2024
Q3 | $292M | Sell |
|
|||||
|
2024
Q2 | $334M | Sell |
|
|||||
|
2024
Q1 | $345M | Buy |
|
|||||
|
2023
Q4 | $275M | Buy |
|
|||||
|
2023
Q3 | $168M | Buy |
|
|||||
|
2023
Q2 | $144M | Buy |
|
|||||
|
2023
Q1 | $124M | Buy |
|
|||||
|
2022
Q4 | $73.6M | Buy |
|
|||||
|
2022
Q3 | $61.7M | Sell |
|
|||||
|
2022
Q2 | $69.8M | Sell |
|
|||||
|
2022
Q1 | $93.8M | Buy |
|
|||||
|
2021
Q4 | $86.1M | Buy |
|
|||||
|
2021
Q3 | $49.4M | Buy |
|