Trust Company of Vermont’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 | $278K | Sell |
1,273
-10
| -0.8% | -$2.19K | 0.01% | 304 |
|
|
2025
Q1 | $313K | Buy |
1,283
+21
| +2% | +$5.13K | 0.02% | 289 |
|
|
2024
Q4 | $268K | Buy |
1,262
+825
| +189% | +$175K | 0.01% | 308 |
|
|
2024
Q3 | $97.5K | Buy |
437
+55
| +14% | +$12.3K | ﹤0.01% | 414 |
|
|
2024
Q2 | $80.5K | Hold |
382
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $78.7K | Buy |
382
+149
| +64% | +$30.7K | ﹤0.01% | 422 |
|
|
2023
Q4 | $44.1K | Sell |
233
-1
| -0.4% | -$189 | ﹤0.01% | 445 |
|
|
2023
Q3 | $44.5K | Sell |
234
-186
| -44% | -$35.4K | ﹤0.01% | 467 |
|
|
2023
Q2 | $79K | Sell |
420
-58
| -12% | -$10.9K | 0.01% | 418 |
|
|
2023
Q1 | $79.6K | Sell |
478
-30
| -6% | -$5K | 0.01% | 424 |
|
|
2022
Q4 | $84.1K | Buy |
508
+24
| +5% | +$3.97K | 0.01% | 408 |
|
|
2022
Q3 | $72K | Buy |
484
+46
| +11% | +$6.84K | 0.01% | 430 |
|
|
2022
Q2 | $68K | Buy |
+438
| New | +$68K | 0.01% | 440 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$43K | – | 588 |
|
|
2021
Q4 | $43K | Buy |
+250
| New | +$43K | ﹤0.01% | 504 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$3K | – | 566 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $2K | Sell |
20
-120
| -86% | -$12K | ﹤0.01% | 721 |
|
|
2020
Q4 | $16K | Hold |
140
| – | – | ﹤0.01% | 574 |
|
|
2020
Q3 | $16K | Hold |
140
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $15K | Sell |
140
-2,710
| -95% | -$290K | ﹤0.01% | 571 |
|
|
2020
Q1 | $246K | Sell |
2,850
-699
| -20% | -$60.3K | 0.02% | 258 |
|
|
2019
Q4 | $395K | Hold |
3,549
| – | – | 0.03% | 245 |
|
|
2019
Q3 | $355K | Buy |
3,549
+20
| +0.6% | +$2K | 0.03% | 252 |
|
|
2019
Q2 | $352K | Sell |
3,529
-211
| -6% | -$21K | 0.03% | 254 |
|
|
2019
Q1 | $351K | Sell |
3,740
-348
| -9% | -$32.7K | 0.03% | 251 |
|
|
2018
Q4 | $326K | Sell |
4,088
-46
| -1% | -$3.67K | 0.03% | 245 |
|
|
2018
Q3 | $342K | Sell |
4,134
-400
| -9% | -$33.1K | 0.03% | 261 |
|
|
2018
Q2 | $372K | Buy |
4,534
+320
| +8% | +$26.3K | 0.03% | 249 |
|
|
2018
Q1 | $348K | Sell |
4,214
-117
| -3% | -$9.66K | 0.03% | 249 |
|
|
2017
Q4 | $353K | Sell |
4,331
-119
| -3% | -$9.7K | 0.03% | 253 |
|
|
2017
Q3 | $373K | Sell |
4,450
-269
| -6% | -$22.5K | 0.04% | 241 |
|
|
2017
Q2 | $368K | Sell |
4,719
-190
| -4% | -$14.8K | 0.04% | 246 |
|
|
2017
Q1 | $363K | Buy |
4,909
+69
| +1% | +$5.1K | 0.04% | 244 |
|
|
2016
Q4 | $327K | Sell |
4,840
-204
| -4% | -$13.8K | 0.04% | 249 |
|
|
2016
Q3 | $339K | Buy |
5,044
+1,604
| +47% | +$108K | 0.04% | 212 |
|
|
2016
Q2 | $236K | Hold |
3,440
| – | – | 0.03% | 236 |
|
|
2016
Q1 | $209K | Hold |
3,440
| – | – | 0.03% | 245 |
|
|
2015
Q4 | $191K | Hold |
3,440
| – | – | 0.03% | 249 |
|
|
2015
Q3 | $180K | Buy |
3,440
+30
| +0.9% | +$1.57K | 0.03% | 245 |
|
|
2015
Q2 | $193K | Hold |
3,410
| – | – | 0.03% | 240 |
|
|
2015
Q1 | $191K | Hold |
3,410
| – | – | 0.03% | 235 |
|
|
2014
Q4 | $195K | Hold |
3,410
| – | – | 0.03% | 233 |
|
|
2014
Q3 | $178K | Hold |
3,410
| – | – | 0.03% | 236 |
|
|
2014
Q2 | $177K | Hold |
3,410
| – | – | 0.03% | 233 |
|
|
2014
Q1 | $168K | Hold |
3,410
| – | – | 0.03% | 235 |
|
|
2013
Q4 | $165K | Hold |
3,410
| – | – | 0.03% | 237 |
|
|
2013
Q3 | $149K | Hold |
3,410
| – | – | 0.03% | 240 |
|
|
2013
Q2 | $136K | Buy |
+3,410
| New | +$136K | 0.03% | 242 |
|