Washington Trust 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 | $120K | Hold |
550
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $134K | Hold |
550
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $117K | Hold |
550
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $123K | Sell |
550
-93
| -14% | -$20.7K | 0.01% | 244 |
|
|
2024
Q2 | $135K | Sell |
643
-40
| -6% | -$8.43K | 0.01% | 225 |
|
|
2024
Q1 | $141K | Hold |
683
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $129K | Hold |
683
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $130K | Hold |
683
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $128K | Sell |
683
-199
| -23% | -$37.4K | 0.01% | 212 |
|
|
2023
Q1 | $147K | Buy |
882
+75
| +9% | +$12.5K | 0.02% | 201 |
|
|
2022
Q4 | $134K | Sell |
807
-49
| -6% | -$8.11K | 0.01% | 214 |
|
|
2022
Q3 | $128K | Hold |
856
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $133K | Hold |
856
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $146K | Sell |
856
-44
| -5% | -$7.51K | 0.01% | 279 |
|
|
2021
Q4 | $157K | Buy |
+900
| New | +$157K | 0.01% | 283 |
|