Thompson Siegel & Walmsley’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
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.38M | Hold |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $971K | Buy |
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|
2020
Q4 | $914K | Hold |
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|
2020
Q3 | $896K | Hold |
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|
2020
Q2 | $839K | Hold |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $898K | Hold |
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|
2019
Q3 | $807K | Hold |
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|
2019
Q2 | $804K | Hold |
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|
2019
Q1 | $757K | Hold |
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|
2018
Q4 | $643K | Hold |
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|
2018
Q3 | $667K | Hold |
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|
2018
Q2 | $661K | Hold |
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|
2018
Q1 | $666K | Hold |
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|
2017
Q4 | $656K | Hold |
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|
2017
Q3 | $676K | Hold |
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|
2017
Q2 | $629K | Sell |
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|
2017
Q1 | $5.77M | Buy |
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|
2016
Q4 | $545K | Hold |
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|
2016
Q3 | $542K | Hold |
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|
2016
Q2 | $552K | Hold |
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|
2016
Q1 | $490K | Buy |
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