Sandy Spring Bank’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $73.2K | Sell |
300
-16
| -5% | -$3.9K | ﹤0.01% | 509 |
|
|
2024
Q4 | $67.1K | Sell |
316
-44
| -12% | -$9.35K | ﹤0.01% | 525 |
|
|
2024
Q3 | $80.3K | Hold |
360
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $75.9K | Sell |
360
-134
| -27% | -$28.2K | ﹤0.01% | 504 |
|
|
2024
Q1 | $102K | Buy |
494
+160
| +48% | +$33K | ﹤0.01% | 462 |
|
|
2023
Q4 | $63.3K | Buy |
334
+34
| +11% | +$6.44K | ﹤0.01% | 519 |
|
|
2023
Q3 | $57.1K | Sell |
300
-22
| -7% | -$4.19K | ﹤0.01% | 524 |
|
|
2023
Q2 | $60.6K | Buy |
322
+20
| +7% | +$3.76K | ﹤0.01% | 507 |
|
|
2023
Q1 | $50.3K | Sell |
302
-52
| -15% | -$8.66K | ﹤0.01% | 530 |
|
|
2022
Q4 | $58.6K | Buy |
354
+54
| +18% | +$8.94K | ﹤0.01% | 503 |
|
|
2022
Q3 | $45K | Hold |
300
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $47K | Hold |
300
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $51K | Hold |
300
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $52K | Sell |
300
-50
| -14% | -$8.67K | ﹤0.01% | 560 |
|
|
2021
Q3 | $53K | Sell |
350
-50
| -13% | -$7.57K | ﹤0.01% | 547 |
|
|
2021
Q2 | $56K | Sell |
400
-582
| -59% | -$81.5K | ﹤0.01% | 543 |
|
|
2021
Q1 | $120K | Sell |
982
-239
| -20% | -$29.2K | 0.01% | 378 |
|
|
2020
Q4 | $143K | Sell |
1,221
-536
| -31% | -$62.8K | 0.01% | 341 |
|
|
2020
Q3 | $201K | Hold |
1,757
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $188K | Hold |
1,757
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $152K | Sell |
1,757
-77
| -4% | -$6.66K | 0.01% | 299 |
|
|
2019
Q4 | $204K | Sell |
1,834
-481
| -21% | -$53.5K | 0.01% | 290 |
|
|
2019
Q3 | $232K | Buy |
2,315
+938
| +68% | +$94K | 0.02% | 288 |
|
|
2019
Q2 | $137K | Buy |
1,377
+675
| +96% | +$67.2K | 0.01% | 329 |
|
|
2019
Q1 | $66K | Hold |
702
| – | – | 0.01% | 411 |
|
|
2018
Q4 | $56K | Hold |
702
| – | – | 0.01% | 431 |
|
|
2018
Q3 | $58K | Hold |
702
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $58K | Sell |
702
-31
| -4% | -$2.56K | 0.01% | 448 |
|
|
2018
Q1 | $61K | Sell |
733
-140
| -16% | -$11.7K | 0.01% | 443 |
|
|
2017
Q4 | $71K | Buy |
873
+331
| +61% | +$26.9K | 0.01% | 395 |
|
|
2017
Q3 | $45K | Hold |
542
| – | – | ﹤0.01% | 459 |
|
|
2017
Q2 | $42K | Hold |
542
| – | – | ﹤0.01% | 477 |
|
|
2017
Q1 | $40K | Hold |
542
| – | – | ﹤0.01% | 483 |
|
|
2016
Q4 | $37K | Buy |
542
+442
| +442% | +$30.2K | ﹤0.01% | 482 |
|
|
2016
Q3 | $7K | Sell |
100
-89
| -47% | -$6.23K | ﹤0.01% | 697 |
|
|
2016
Q2 | $13K | Hold |
189
| – | – | ﹤0.01% | 610 |
|
|
2016
Q1 | $11K | Hold |
189
| – | – | ﹤0.01% | 650 |
|
|
2015
Q4 | $11K | Hold |
189
| – | – | ﹤0.01% | 636 |
|
|
2015
Q3 | $10K | Hold |
189
| – | – | ﹤0.01% | 654 |
|
|
2015
Q2 | $11K | Buy |
189
+89
| +89% | +$5.18K | ﹤0.01% | 682 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2014
Q4 | $6K | Sell |
100
-31
| -24% | -$1.86K | ﹤0.01% | 686 |
|
|
2014
Q3 | $7K | Hold |
131
| – | – | ﹤0.01% | 664 |
|
|
2014
Q2 | $7K | Hold |
131
| – | – | ﹤0.01% | 665 |
|
|
2014
Q1 | $7K | Buy |
131
+31
| +31% | +$1.66K | ﹤0.01% | 611 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 590 |
|