Tompkins Financial’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 | $110K | Hold |
502
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $123K | Hold |
502
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $107K | Hold |
502
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $112K | Sell |
502
-116
| -19% | -$25.9K | 0.01% | 258 |
|
|
2024
Q2 | $130K | Hold |
618
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $127K | Sell |
618
-250
| -29% | -$51.5K | 0.01% | 245 |
|
|
2023
Q4 | $164K | Buy |
868
+250
| +40% | +$47.4K | 0.02% | 216 |
|
|
2023
Q3 | $118K | Hold |
618
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $116K | Hold |
618
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $103K | Hold |
618
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $102K | Sell |
618
-57
| -8% | -$9.41K | 0.02% | 258 |
|
|
2022
Q3 | $101K | Buy |
675
+57
| +9% | +$8.53K | 0.02% | 254 |
|
|
2022
Q2 | $96K | Hold |
618
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $105K | Hold |
618
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $107K | Sell |
618
-31
| -5% | -$5.37K | 0.02% | 182 |
|
|
2021
Q3 | $98K | Buy |
+649
| New | +$98K | 0.02% | 178 |
|
|
2021
Q1 | $79K | Sell |
649
-617
| -49% | -$75.1K | 0.01% | 205 |
|
|
2020
Q4 | $148K | Sell |
1,266
-169
| -12% | -$19.8K | 0.03% | 145 |
|
|
2020
Q3 | $165K | Hold |
1,435
| – | – | 0.03% | 157 |
|
|
2020
Q2 | $154K | Hold |
1,435
| – | – | 0.03% | 159 |
|
|
2020
Q1 | $124K | Hold |
1,435
| – | – | 0.03% | 167 |
|
|
2019
Q4 | $160K | Buy |
1,435
+200
| +16% | +$22.3K | 0.03% | 172 |
|
|
2019
Q3 | $124K | Hold |
1,235
| – | – | 0.03% | 168 |
|
|
2019
Q2 | $123K | Sell |
1,235
-1,180
| -49% | -$118K | 0.02% | 173 |
|
|
2019
Q1 | $227K | Hold |
2,415
| – | – | 0.04% | 151 |
|
|
2018
Q4 | $193K | Sell |
2,415
-748
| -24% | -$59.8K | 0.04% | 156 |
|
|
2018
Q3 | $262K | Sell |
3,163
-827
| -21% | -$68.5K | 0.05% | 154 |
|
|
2018
Q2 | $327K | Hold |
3,990
| – | – | 0.07% | 141 |
|
|
2018
Q1 | $330K | Buy |
3,990
+2,755
| +223% | +$228K | 0.07% | 142 |
|
|
2017
Q4 | $101K | Sell |
1,235
-530
| -30% | -$43.3K | 0.02% | 183 |
|
|
2017
Q3 | $148K | Buy |
1,765
+395
| +29% | +$33.1K | 0.04% | 171 |
|
|
2017
Q2 | $107K | Buy |
1,370
+135
| +11% | +$10.5K | 0.03% | 181 |
|
|
2017
Q1 | $91K | Hold |
1,235
| – | – | 0.02% | 184 |
|
|
2016
Q4 | $83K | Hold |
1,235
| – | – | 0.02% | 177 |
|
|
2016
Q3 | $83K | Hold |
1,235
| – | – | 0.02% | 178 |
|
|
2016
Q2 | $85K | Buy |
+1,235
| New | +$85K | 0.03% | 200 |
|