Trust Company of Toledo’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 | $958K | Sell |
4,383
-3
| -0.1% | -$656 | 0.11% | 163 |
|
|
2025
Q1 | $1.07M | Sell |
4,386
-101
| -2% | -$24.6K | 0.14% | 135 |
|
|
2024
Q4 | $953K | Buy |
4,487
+309
| +7% | +$65.6K | 0.13% | 139 |
|
|
2024
Q3 | $932K | Buy |
4,178
+508
| +14% | +$113K | 0.13% | 141 |
|
|
2024
Q2 | $773K | Buy |
3,670
+916
| +33% | +$193K | 0.11% | 147 |
|
|
2024
Q1 | $567K | Buy |
2,754
+508
| +23% | +$105K | 0.09% | 158 |
|
|
2023
Q4 | $426K | Buy |
2,246
+312
| +16% | +$59.1K | 0.07% | 165 |
|
|
2023
Q3 | $368K | Hold |
1,934
| – | – | 0.07% | 167 |
|
|
2023
Q2 | $364K | Sell |
1,934
-1,000
| -34% | -$188K | 0.06% | 164 |
|
|
2023
Q1 | $489K | Hold |
2,934
| – | – | 0.09% | 146 |
|
|
2022
Q4 | $486 | Hold |
2,934
| – | – | 0.09% | 137 |
|
|
2022
Q3 | $438K | Sell |
2,934
-4,500
| -61% | -$672K | 0.09% | 138 |
|
|
2022
Q2 | $1.15M | Buy |
7,434
+88
| +1% | +$13.7K | 0.2% | 97 |
|
|
2022
Q1 | $1.25M | Hold |
7,346
| – | – | 0.19% | 99 |
|
|
2021
Q4 | $1.28M | Sell |
7,346
-14
| -0.2% | -$2.43K | 0.19% | 99 |
|
|
2021
Q3 | $1.12M | Sell |
7,360
-2
| -0% | -$303 | 0.18% | 106 |
|
|
2021
Q2 | $1.04M | Hold |
7,362
| – | – | 0.17% | 108 |
|
|
2021
Q1 | $897K | Buy |
7,362
+46
| +0.6% | +$5.61K | 0.16% | 108 |
|
|
2020
Q4 | $856K | Buy |
7,316
+16
| +0.2% | +$1.87K | 0.17% | 107 |
|
|
2020
Q3 | $837K | Hold |
7,300
| – | – | 0.19% | 99 |
|
|
2020
Q2 | $784K | Hold |
7,300
| – | – | 0.19% | 99 |
|
|
2020
Q1 | $631K | Buy |
7,300
+900
| +14% | +$77.8K | 0.17% | 104 |
|
|
2019
Q4 | $713K | Buy |
6,400
+900
| +16% | +$100K | 0.17% | 106 |
|
|
2019
Q3 | $550K | Hold |
5,500
| – | – | 0.13% | 118 |
|
|
2019
Q2 | $549K | Hold |
5,500
| – | – | 0.14% | 117 |
|
|
2019
Q1 | $516K | Hold |
5,500
| – | – | 0.13% | 118 |
|
|
2018
Q4 | $439K | Hold |
5,500
| – | – | 0.12% | 124 |
|
|
2018
Q3 | $455K | Hold |
5,500
| – | – | 0.12% | 129 |
|
|
2018
Q2 | $451K | Hold |
5,500
| – | – | 0.12% | 125 |
|
|
2018
Q1 | $454K | Hold |
5,500
| – | – | 0.12% | 129 |
|
|
2017
Q4 | $448K | Hold |
5,500
| – | – | 0.11% | 136 |
|
|
2017
Q3 | $461K | Hold |
5,500
| – | – | 0.12% | 132 |
|
|
2017
Q2 | $429K | Buy |
+5,500
| New | +$429K | 0.11% | 133 |
|