Tortoise Investment Management’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 | $65.6K | Buy |
300
+22
| +8% | +$4.81K | 0.01% | 349 |
|
|
2025
Q1 | $67.8K | Sell |
278
-278
| -50% | -$67.8K | 0.01% | 331 |
|
|
2024
Q4 | $118K | Buy |
556
+129
| +30% | +$27.4K | 0.01% | 285 |
|
|
2024
Q3 | $95.3K | Buy |
427
+42
| +11% | +$9.37K | 0.01% | 321 |
|
|
2024
Q2 | $81.1K | Buy |
385
+73
| +23% | +$15.4K | 0.01% | 330 |
|
|
2024
Q1 | $64.3K | Buy |
312
+1
| +0.3% | +$206 | 0.01% | 350 |
|
|
2023
Q4 | $58.9K | Sell |
311
-6
| -2% | -$1.14K | 0.01% | 341 |
|
|
2023
Q3 | $60.3K | Buy |
317
+6
| +2% | +$1.14K | 0.01% | 322 |
|
|
2023
Q2 | $58.5K | Hold |
311
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $51.8K | Hold |
311
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $51.5K | Buy |
311
+8
| +3% | +$1.32K | 0.01% | 330 |
|
|
2022
Q3 | $45K | Sell |
303
-2
| -0.7% | -$297 | 0.01% | 327 |
|
|
2022
Q2 | $47K | Buy |
305
+45
| +17% | +$6.93K | 0.01% | 310 |
|
|
2022
Q1 | $44K | Hold |
260
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $45K | Hold |
260
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $39K | Hold |
260
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $37K | Buy |
260
+170
| +189% | +$24.2K | 0.01% | 303 |
|
|
2021
Q1 | $11K | Hold |
90
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $11K | Hold |
90
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $10K | Hold |
90
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 389 |
|
|
2019
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 410 |
|
|
2019
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $9K | Hold |
90
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 435 |
|
|
2018
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $7K | Hold |
90
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 417 |
|
|
2017
Q4 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 424 |
|