Sentry Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Sell |
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|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $584K | Hold |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $662K | Hold |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $819K | Hold |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $698K | Hold |
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|
2021
Q1 | $604K | Sell |
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|
2020
Q4 | $3.36M | Sell |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $3.08M | Sell |
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|
2020
Q1 | $2.73M | Hold |
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|
2019
Q4 | $3.52M | Hold |
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|
2019
Q3 | $3.16M | Hold |
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|
2019
Q2 | $3.15M | Buy |
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|
2019
Q1 | $2.81M | Sell |
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|
2018
Q4 | $2.6M | Sell |
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|
2018
Q3 | $2.77M | Hold |
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|
2018
Q2 | $2.75M | Sell |
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|
2018
Q1 | $3.06M | Sell |
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|
2017
Q4 | $3.31M | Hold |
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|
2017
Q3 | $3.4M | Hold |
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|
2017
Q2 | $3.17M | Buy |
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|
2017
Q1 | $2.8M | Sell |
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|
2016
Q4 | $2.68M | Hold |
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|
2016
Q3 | $2.67M | Sell |
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|
2016
Q2 | $2.78M | Hold |
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|
2016
Q1 | $2.47M | Hold |
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|
2015
Q4 | $2.25M | Sell |
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|
2015
Q3 | $2.19M | Buy |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $2.03M | Buy |
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|
2014
Q4 | $1.8M | Hold |
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|
2014
Q3 | $1.64M | Sell |
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|
2014
Q2 | $1.8M | Buy |
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|
2014
Q1 | $1.59M | Hold |
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|
2013
Q4 | $1.56M | Buy |
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|
2013
Q3 | $1.17M | Buy |
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|
2013
Q2 | $766K | Buy |
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