Tower Bridge Advisors’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 | $464K | Hold |
2,123
| – | – | 0.05% | 147 |
|
2025
Q1 | $518K | Sell |
2,123
-6
| -0.3% | -$1.46K | 0.06% | 139 |
|
2024
Q4 | $452K | Sell |
2,129
-89
| -4% | -$18.9K | 0.05% | 147 |
|
2024
Q3 | $495K | Buy |
2,218
+89
| +4% | +$19.9K | 0.05% | 147 |
|
2024
Q2 | $449K | Sell |
2,129
-200
| -9% | -$42.1K | 0.05% | 144 |
|
2024
Q1 | $480K | Sell |
2,329
-200
| -8% | -$41.2K | 0.05% | 155 |
|
2023
Q4 | $479K | Sell |
2,529
-6
| -0.2% | -$1.14K | 0.04% | 169 |
|
2023
Q3 | $482K | Hold |
2,535
| – | – | 0.04% | 162 |
|
2023
Q2 | $477K | Sell |
2,535
-200
| -7% | -$37.6K | 0.04% | 152 |
|
2023
Q1 | $456K | Buy |
2,735
+35
| +1% | +$5.83K | 0.04% | 179 |
|
2022
Q4 | $447K | Hold |
2,700
| – | – | 0.04% | 185 |
|
2022
Q3 | $403K | Hold |
2,700
| – | – | 0.04% | 183 |
|
2022
Q2 | $419K | Sell |
2,700
-200
| -7% | -$31.1K | 0.03% | 185 |
|
2022
Q1 | $494K | Sell |
2,900
-300
| -9% | -$51.1K | 0.03% | 193 |
|
2021
Q4 | $556K | Hold |
3,200
| – | – | 0.03% | 192 |
|
2021
Q3 | $485K | Sell |
3,200
-200
| -6% | -$30.3K | 0.03% | 194 |
|
2021
Q2 | $478K | Hold |
3,400
| – | – | 0.03% | 188 |
|
2021
Q1 | $414K | Sell |
3,400
-396
| -10% | -$48.2K | 0.03% | 187 |
|
2020
Q4 | $444K | Buy |
3,796
+396
| +12% | +$46.3K | 0.04% | 180 |
|
2020
Q3 | $390K | Hold |
3,400
| – | – | 0.04% | 147 |
|
2020
Q2 | $365K | Hold |
3,400
| – | – | 0.04% | 145 |
|
2020
Q1 | $294K | Sell |
3,400
-300
| -8% | -$25.9K | 0.04% | 150 |
|
2019
Q4 | $412K | Hold |
3,700
| – | – | 0.04% | 151 |
|
2019
Q3 | $382K | Hold |
3,700
| – | – | 0.04% | 156 |
|
2019
Q2 | $369K | Hold |
3,700
| – | – | 0.04% | 163 |
|
2019
Q1 | $347K | Sell |
3,700
-300
| -8% | -$28.2K | 0.04% | 158 |
|
2018
Q4 | $319K | Hold |
4,000
| – | – | 0.04% | 156 |
|
2018
Q3 | $331K | Hold |
4,000
| – | – | 0.03% | 162 |
|
2018
Q2 | $328K | Hold |
4,000
| – | – | 0.04% | 164 |
|
2018
Q1 | $330K | Sell |
4,000
-500
| -11% | -$41.3K | 0.04% | 161 |
|
2017
Q4 | $366K | Hold |
4,500
| – | – | 0.04% | 163 |
|
2017
Q3 | $377K | Hold |
4,500
| – | – | 0.04% | 160 |
|
2017
Q2 | $351K | Hold |
4,500
| – | – | 0.04% | 164 |
|
2017
Q1 | $333K | Hold |
4,500
| – | – | 0.04% | 164 |
|
2016
Q4 | $304K | Hold |
4,500
| – | – | 0.04% | 169 |
|
2016
Q3 | $303K | Hold |
4,500
| – | – | 0.04% | 172 |
|
2016
Q2 | $308K | Hold |
4,500
| – | – | 0.04% | 168 |
|
2016
Q1 | $274K | Hold |
4,500
| – | – | 0.03% | 181 |
|
2015
Q4 | $250K | Buy |
+4,500
| New | +$250K | 0.03% | 182 |
|