Welch & Forbes’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 | $1.62M | Buy |
7,412
+1,692
| +30% | +$370K | 0.02% | 192 |
|
|
2025
Q1 | $1.4M | Sell |
5,720
-2,896
| -34% | -$707K | 0.02% | 205 |
|
|
2024
Q4 | $1.83M | Sell |
8,616
-4,580
| -35% | -$973K | 0.02% | 188 |
|
|
2024
Q3 | $2.94M | Sell |
13,196
-1,350
| -9% | -$301K | 0.04% | 158 |
|
|
2024
Q2 | $3.08M | Sell |
14,546
-300
| -2% | -$63.5K | 0.04% | 151 |
|
|
2024
Q1 | $3.06M | Sell |
14,846
-2,598
| -15% | -$535K | 0.04% | 154 |
|
|
2023
Q4 | $3.31M | Sell |
17,444
-825
| -5% | -$156K | 0.05% | 147 |
|
|
2023
Q3 | $3.48M | Sell |
18,269
-435
| -2% | -$82.8K | 0.06% | 141 |
|
|
2023
Q2 | $3.52M | Sell |
18,704
-33
| -0.2% | -$6.21K | 0.06% | 143 |
|
|
2023
Q1 | $3.12M | Buy |
18,737
+3
| +0% | +$500 | 0.05% | 147 |
|
|
2022
Q4 | $3.1M | Sell |
18,734
-2,711
| -13% | -$449K | 0.06% | 147 |
|
|
2022
Q3 | $3.2M | Hold |
21,445
| – | – | 0.06% | 145 |
|
|
2022
Q2 | $3.33M | Sell |
21,445
-1,491
| -7% | -$232K | 0.06% | 145 |
|
|
2022
Q1 | $3.91M | Buy |
22,936
+8,216
| +56% | +$1.4M | 0.06% | 144 |
|
|
2021
Q4 | $2.56M | Hold |
14,720
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $2.23M | Hold |
14,720
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $2.07M | Sell |
14,720
-916
| -6% | -$129K | 0.04% | 170 |
|
|
2021
Q1 | $1.9M | Sell |
15,636
-2,368
| -13% | -$288K | 0.04% | 170 |
|
|
2020
Q4 | $2.11M | Buy |
18,004
+1,890
| +12% | +$221K | 0.04% | 161 |
|
|
2020
Q3 | $1.85M | Buy |
16,114
+14
| +0.1% | +$1.61K | 0.04% | 165 |
|
|
2020
Q2 | $1.73M | Hold |
16,100
| – | – | 0.04% | 163 |
|
|
2020
Q1 | $1.39M | Buy |
16,100
+100
| +0.6% | +$8.65K | 0.04% | 166 |
|
|
2019
Q4 | $1.78M | Sell |
16,000
-1,300
| -8% | -$145K | 0.04% | 175 |
|
|
2019
Q3 | $1.73M | Hold |
17,300
| – | – | 0.04% | 172 |
|
|
2019
Q2 | $1.73M | Sell |
17,300
-500
| -3% | -$49.9K | 0.04% | 171 |
|
|
2019
Q1 | $1.67M | Hold |
17,800
| – | – | 0.04% | 176 |
|
|
2018
Q4 | $1.42M | Sell |
17,800
-265
| -1% | -$21.1K | 0.04% | 177 |
|
|
2018
Q3 | $1.49M | Sell |
18,065
-1,000
| -5% | -$82.7K | 0.04% | 181 |
|
|
2018
Q2 | $1.56M | Buy |
19,065
+36
| +0.2% | +$2.95K | 0.04% | 176 |
|
|
2018
Q1 | $1.57M | Buy |
19,029
+1,229
| +7% | +$102K | 0.04% | 181 |
|
|
2017
Q4 | $1.45M | Hold |
17,800
| – | – | 0.04% | 172 |
|
|
2017
Q3 | $1.49M | Hold |
17,800
| – | – | 0.04% | 176 |
|
|
2017
Q2 | $1.39M | Sell |
17,800
-16
| -0.1% | -$1.25K | 0.04% | 176 |
|
|
2017
Q1 | $1.32M | Sell |
17,816
-684
| -4% | -$50.5K | 0.04% | 179 |
|
|
2016
Q4 | $1.25M | Buy |
18,500
+200
| +1% | +$13.5K | 0.04% | 182 |
|
|
2016
Q3 | $1.23M | Sell |
18,300
-500
| -3% | -$33.6K | 0.04% | 158 |
|
|
2016
Q2 | $1.29M | Hold |
18,800
| – | – | 0.04% | 177 |
|
|
2016
Q1 | $1.14M | Buy |
18,800
+2,727
| +17% | +$166K | 0.04% | 181 |
|
|
2015
Q4 | $891K | Sell |
16,073
-1,061
| -6% | -$58.8K | 0.03% | 195 |
|
|
2015
Q3 | $895K | Hold |
17,134
| – | – | 0.03% | 200 |
|
|
2015
Q2 | $971K | Sell |
17,134
-894
| -5% | -$50.7K | 0.03% | 199 |
|
|
2015
Q1 | $1.01M | Sell |
18,028
-2,114
| -10% | -$119K | 0.03% | 204 |
|
|
2014
Q4 | $1.15M | Sell |
20,142
-145
| -0.7% | -$8.3K | 0.03% | 202 |
|
|
2014
Q3 | $1.06M | Sell |
20,287
-145
| -0.7% | -$7.59K | 0.03% | 211 |
|
|
2014
Q2 | $1.06M | Buy |
20,432
+290
| +1% | +$15K | 0.03% | 196 |
|
|
2014
Q1 | $993K | Hold |
20,142
| – | – | 0.03% | 203 |
|
|
2013
Q4 | $974K | Hold |
20,142
| – | – | 0.03% | 200 |
|
|
2013
Q3 | $877K | Hold |
20,142
| – | – | 0.03% | 208 |
|
|
2013
Q2 | $804K | Buy |
+20,142
| New | +$804K | 0.03% | 205 |
|