TPM
Triasima Portfolio Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
8,018
-17,375
| -68% | -$3.8M | 0.32% | 88 |
|
|
2025
Q1 | $6.2M | Buy |
25,393
+60
| +0.2% | +$14.6K | 1.22% | 23 |
|
|
2024
Q4 | $5.38M | Buy |
25,333
+4,837
| +24% | +$1.03M | 1.04% | 28 |
|
|
2024
Q3 | $4.57M | Buy |
20,496
+66
| +0.3% | +$14.7K | 1.03% | 32 |
|
|
2024
Q2 | $4.31M | Buy |
20,430
+360
| +2% | +$75.9K | 0.39% | 47 |
|
|
2024
Q1 | $4.13M | Sell |
20,070
-9,051
| -31% | -$1.86M | 0.35% | 57 |
|
|
2023
Q4 | $5.52M | Buy |
29,121
+3,456
| +13% | +$655K | 0.46% | 42 |
|
|
2023
Q3 | $4.88M | Hold |
25,665
| – | – | 0.45% | 46 |
|
|
2023
Q2 | $6.39M | Sell |
25,665
-1,579
| -6% | -$393K | 0.4% | 47 |
|
|
2023
Q1 | $4.54M | Sell |
27,244
-4,196
| -13% | -$699K | 0.38% | 50 |
|
|
2022
Q4 | $5.2M | Sell |
31,440
-110
| -0.3% | -$18.2K | 0.4% | 46 |
|
|
2022
Q3 | $4.71M | Buy |
31,550
+9,855
| +45% | +$1.47M | 0.38% | 47 |
|
|
2022
Q2 | $3.37M | Sell |
21,695
-315
| -1% | -$48.9K | 0.24% | 53 |
|
|
2022
Q1 | $3.75M | Sell |
22,010
-6,045
| -22% | -$1.03M | 0.18% | 60 |
|
|
2021
Q4 | $4.88M | Sell |
28,055
-1,345
| -5% | -$234K | 0.24% | 50 |
|
|
2021
Q3 | $4.45M | Buy |
29,400
+10,965
| +59% | +$1.66M | 0.24% | 52 |
|
|
2021
Q2 | $2.59M | Sell |
18,435
-150
| -0.8% | -$21.1K | 0.13% | 80 |
|
|
2021
Q1 | $2.26M | Sell |
18,585
-789
| -4% | -$96.1K | 0.11% | 88 |
|
|
2020
Q4 | $2.27M | Buy |
+19,374
| New | +$2.27M | 0.13% | 69 |
|