Penobscot Investment 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 | $479K | Sell |
2,192
-2
| -0.1% | -$437 | 0.04% | 219 |
|
|
2025
Q1 | $535K | Sell |
2,194
-198
| -8% | -$48.3K | 0.05% | 198 |
|
|
2024
Q4 | $508K | Hold |
2,392
| – | – | 0.05% | 202 |
|
|
2024
Q3 | $534K | Hold |
2,392
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $504K | Buy |
2,392
+15
| +0.6% | +$3.16K | 0.05% | 200 |
|
|
2024
Q1 | $490K | Sell |
2,377
-355
| -13% | -$73.1K | 0.05% | 203 |
|
|
2023
Q4 | $518K | Sell |
2,732
-178
| -6% | -$33.7K | 0.06% | 200 |
|
|
2023
Q3 | $554K | Buy |
+2,910
| New | +$554K | 0.08% | 175 |
|