S&CO Inc’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 | $437K | Hold |
2,000
| – | – | 0.03% | 173 |
|
|
2025
Q1 | $488K | Hold |
2,000
| – | – | 0.03% | 172 |
|
|
2024
Q4 | $424K | Hold |
2,000
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $446K | Hold |
2,000
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $421K | Hold |
2,000
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $411K | Hold |
2,000
| – | – | 0.03% | 173 |
|
|
2023
Q4 | $378K | Hold |
2,000
| – | – | 0.03% | 156 |
|
|
2023
Q3 | $380K | Hold |
2,000
| – | – | 0.03% | 146 |
|
|
2023
Q2 | $376K | Hold |
2,000
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $333K | Hold |
2,000
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $330K | Hold |
2,000
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $298K | Hold |
2,000
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $310K | Hold |
2,000
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $340K | Hold |
2,000
| – | – | 0.02% | 161 |
|
|
2021
Q4 | $347K | Hold |
2,000
| – | – | 0.02% | 170 |
|
|
2021
Q3 | $302K | Hold |
2,000
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $281K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $243K | Hold |
2,000
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $234K | Hold |
2,000
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $229K | Hold |
2,000
| – | – | 0.02% | 163 |
|
|
2020
Q2 | $215K | Buy |
+2,000
| New | +$215K | 0.02% | 161 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$223K | – | 176 |
|
|
2019
Q4 | $223K | Hold |
2,000
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $200K | Buy |
+2,000
| New | +$200K | 0.02% | 177 |
|