Tortoise 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
Q2 | $65.6K | Buy |
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|
2025
Q1 | $67.8K | Sell |
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|
2024
Q4 | $118K | Buy |
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|
2024
Q3 | $95.3K | Buy |
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|
2024
Q2 | $81.1K | Buy |
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|
2024
Q1 | $64.3K | Buy |
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|
2023
Q4 | $58.9K | Sell |
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|
2023
Q3 | $60.3K | Buy |
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|
2023
Q2 | $58.5K | Hold |
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|
2023
Q1 | $51.8K | Hold |
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|
2022
Q4 | $51.5K | Buy |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $37K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Buy |
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