Washington Trust’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 | $22.1M | Buy |
101,085
+265
| +0.3% | +$57.9K | 0.78% | 37 |
|
|
2025
Q1 | $24.6M | Sell |
100,820
-946
| -0.9% | -$231K | 0.94% | 25 |
|
|
2024
Q4 | $21.6M | Buy |
101,766
+373
| +0.4% | +$79.2K | 0.78% | 34 |
|
|
2024
Q3 | $22.6M | Sell |
101,393
-66
| -0.1% | -$14.7K | 0.79% | 33 |
|
|
2024
Q2 | $21.4M | Sell |
101,459
-2,216
| -2% | -$467K | 0.78% | 30 |
|
|
2024
Q1 | $21.4M | Sell |
103,675
-674
| -0.6% | -$139K | 0.78% | 32 |
|
|
2023
Q4 | $19.8M | Sell |
104,349
-3,963
| -4% | -$751K | 0.78% | 33 |
|
|
2023
Q3 | $20.6M | Sell |
108,312
-1,287
| -1% | -$245K | 0.91% | 25 |
|
|
2023
Q2 | $20.6M | Sell |
109,599
-1,262
| -1% | -$237K | 0.87% | 29 |
|
|
2023
Q1 | $18.5M | Sell |
110,861
-707
| -0.6% | -$118K | 0.83% | 35 |
|
|
2022
Q4 | $18.5M | Sell |
111,568
-2,185
| -2% | -$362K | 0.86% | 33 |
|
|
2022
Q3 | $17M | Sell |
113,753
-485
| -0.4% | -$72.4K | 0.86% | 32 |
|
|
2022
Q2 | $17.7M | Buy |
114,238
+576
| +0.5% | +$89.4K | 0.83% | 35 |
|
|
2022
Q1 | $19.4M | Buy |
113,662
+3,585
| +3% | +$611K | 0.77% | 38 |
|
|
2021
Q4 | $19.1M | Sell |
110,077
-1,266
| -1% | -$220K | 0.72% | 45 |
|
|
2021
Q3 | $16.9M | Buy |
111,343
+2,512
| +2% | +$380K | 0.48% | 74 |
|
|
2021
Q2 | $15.3M | Buy |
108,831
+3,686
| +4% | +$519K | 0.43% | 77 |
|
|
2021
Q1 | $12.8M | Buy |
105,145
+6,797
| +7% | +$828K | 0.39% | 84 |
|
|
2020
Q4 | $11.5M | Buy |
98,348
+6,233
| +7% | +$729K | 0.37% | 86 |
|
|
2020
Q3 | $10.6M | Buy |
92,115
+2,523
| +3% | +$289K | 0.39% | 86 |
|
|
2020
Q2 | $9.43M | Buy |
89,592
+15,152
| +20% | +$1.6M | 0.39% | 85 |
|
|
2020
Q1 | $6.44M | Buy |
74,440
+1,405
| +2% | +$121K | 0.31% | 96 |
|
|
2019
Q4 | $8.14M | Buy |
73,035
+1,340
| +2% | +$149K | 0.32% | 97 |
|
|
2019
Q3 | $7.43M | Buy |
71,695
+2,140
| +3% | +$222K | 0.4% | 83 |
|
|
2019
Q2 | $6.94M | Buy |
69,555
+2,408
| +4% | +$240K | 0.38% | 82 |
|
|
2019
Q1 | $6.29M | Buy |
67,147
+3,596
| +6% | +$337K | 0.35% | 85 |
|
|
2018
Q4 | $5.07M | Buy |
63,551
+4,928
| +8% | +$393K | 0.32% | 86 |
|
|
2018
Q3 | $4.85M | Buy |
58,623
+57,441
| +4,860% | +$4.75M | 0.26% | 93 |
|
|
2018
Q2 | $97K | Buy |
+1,182
| New | +$97K | 0.01% | 320 |
|