Perkins Coie Trust Company’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 | $62.5K | Sell |
286
-2
| -0.7% | -$437 | 0.01% | 175 |
|
|
2025
Q1 | $70.3K | Buy |
288
+2
| +0.7% | +$488 | 0.02% | 159 |
|
|
2024
Q4 | $60.7K | Hold |
286
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $63.8K | Hold |
286
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $60.3K | Hold |
286
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $58.9K | Sell |
286
-9
| -3% | -$1.85K | 0.01% | 153 |
|
|
2023
Q4 | $55.9K | Sell |
295
-32
| -10% | -$6.06K | 0.01% | 153 |
|
|
2023
Q3 | $62.2K | Buy |
327
+41
| +14% | +$7.8K | 0.02% | 148 |
|
|
2023
Q2 | $53.8K | Hold |
286
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $47.6K | Hold |
286
| – | – | 0.01% | 130 |
|
|
2022
Q4 | $47.3K | Sell |
286
-55
| -16% | -$9.1K | 0.02% | 126 |
|
|
2022
Q3 | $51K | Sell |
341
-53
| -13% | -$7.93K | 0.02% | 127 |
|
|
2022
Q2 | $61K | Sell |
394
-119
| -23% | -$18.4K | 0.02% | 117 |
|
|
2022
Q1 | $87K | Hold |
513
| – | – | 0.03% | 111 |
|
|
2021
Q4 | $89K | Hold |
513
| – | – | 0.03% | 109 |
|
|
2021
Q3 | $78K | Hold |
513
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $72K | Hold |
513
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $62K | Hold |
513
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $60K | Hold |
513
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $59K | Hold |
513
| – | – | 0.02% | 135 |
|
|
2020
Q2 | $55K | Sell |
513
-7
| -1% | -$750 | 0.02% | 144 |
|
|
2020
Q1 | $45K | Buy |
520
+7
| +1% | +$606 | 0.02% | 160 |
|
|
2019
Q4 | $57K | Hold |
513
| – | – | 0.02% | 163 |
|
|
2019
Q3 | $51K | Hold |
513
| – | – | 0.02% | 165 |
|
|
2019
Q2 | $51K | Hold |
513
| – | – | 0.02% | 163 |
|
|
2019
Q1 | $48K | Hold |
513
| – | – | 0.02% | 163 |
|
|
2018
Q4 | $41K | Hold |
513
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $42K | Hold |
513
| – | – | 0.02% | 187 |
|
|
2018
Q2 | $42K | Hold |
513
| – | – | 0.02% | 182 |
|
|
2018
Q1 | $42K | Hold |
513
| – | – | 0.02% | 179 |
|
|
2017
Q4 | $42K | Sell |
513
-50
| -9% | -$4.09K | 0.02% | 183 |
|
|
2017
Q3 | $47K | Hold |
563
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $44K | Hold |
563
| – | – | 0.02% | 181 |
|
|
2017
Q1 | $42K | Hold |
563
| – | – | 0.02% | 170 |
|
|
2016
Q4 | $38K | Buy |
+563
| New | +$38K | 0.02% | 177 |
|