Trust Company of Vermont’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
Q3 | $257K | Hold |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $97.5K | Buy |
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|
2024
Q2 | $80.5K | Hold |
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|
2024
Q1 | $78.7K | Buy |
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|
2023
Q4 | $44.1K | Sell |
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|
2023
Q3 | $44.5K | Sell |
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|
2023
Q2 | $79K | Sell |
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|
2023
Q1 | $79.6K | Sell |
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|
2022
Q4 | $84.1K | Buy |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $68K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $395K | Hold |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $342K | Sell |
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|
2018
Q2 | $372K | Buy |
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|
2018
Q1 | $348K | Sell |
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|
2017
Q4 | $353K | Sell |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $368K | Sell |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $327K | Sell |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $191K | Hold |
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|
2015
Q3 | $180K | Buy |
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|
2015
Q2 | $193K | Hold |
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|
2015
Q1 | $191K | Hold |
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|
2014
Q4 | $195K | Hold |
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|
2014
Q3 | $178K | Hold |
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|
2014
Q2 | $177K | Hold |
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|
2014
Q1 | $168K | Hold |
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|
2013
Q4 | $165K | Hold |
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|
2013
Q3 | $149K | Hold |
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|
2013
Q2 | $136K | Buy |
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