Rockland Trust’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 | $293K | Buy |
1,339
+425
| +46% | +$92.9K | 0.01% | 221 |
|
|
2025
Q1 | $223K | Sell |
914
-529
| -37% | -$129K | 0.01% | 249 |
|
|
2024
Q4 | $307K | Sell |
1,443
-80
| -5% | -$17K | 0.02% | 233 |
|
|
2024
Q3 | $340K | Sell |
1,523
-481
| -24% | -$107K | 0.02% | 226 |
|
|
2024
Q2 | $422K | Buy |
2,004
+829
| +71% | +$175K | 0.02% | 217 |
|
|
2024
Q1 | $242K | Sell |
1,175
-78
| -6% | -$16.1K | 0.01% | 264 |
|
|
2023
Q4 | $237K | Sell |
1,253
-35
| -3% | -$6.63K | 0.01% | 266 |
|
|
2023
Q3 | $245K | Hold |
1,288
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $242K | Sell |
1,288
-101
| -7% | -$19K | 0.01% | 263 |
|
|
2023
Q1 | $231K | Buy |
1,389
+44
| +3% | +$7.33K | 0.01% | 269 |
|
|
2022
Q4 | $223K | Sell |
1,345
-819
| -38% | -$136K | 0.01% | 278 |
|
|
2022
Q3 | $323K | Sell |
2,164
-422
| -16% | -$63K | 0.02% | 215 |
|
|
2022
Q2 | $401K | Sell |
2,586
-537
| -17% | -$83.3K | 0.03% | 203 |
|
|
2022
Q1 | $532K | Sell |
3,123
-1,061
| -25% | -$181K | 0.03% | 201 |
|
|
2021
Q4 | $727K | Buy |
4,184
+713
| +21% | +$124K | 0.05% | 175 |
|
|
2021
Q3 | $526K | Buy |
3,471
+1,323
| +62% | +$200K | 0.04% | 200 |
|
|
2021
Q2 | $302K | Sell |
2,148
-604
| -22% | -$84.9K | 0.02% | 234 |
|
|
2021
Q1 | $335K | Sell |
2,752
-40
| -1% | -$4.87K | 0.02% | 219 |
|
|
2020
Q4 | $327K | Buy |
2,792
+760
| +37% | +$89K | 0.03% | 213 |
|
|
2020
Q3 | $233K | Buy |
+2,032
| New | +$233K | 0.02% | 241 |
|