WhitTier Trust Company’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 | $13.7M | Buy |
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|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $9.29M | Buy |
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|
2022
Q4 | $8.93M | Buy |
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|
2022
Q3 | $7.85M | Buy |
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|
2022
Q2 | $7.67M | Buy |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $6.88M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $5M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $3.56M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $198K | Hold |
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|
2018
Q2 | $197K | Hold |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | $194K | Hold |
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|
2017
Q3 | $199K | Hold |
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|
2017
Q2 | $185K | Buy |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $81K | Hold |
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|
2016
Q3 | $80K | Hold |
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|
2016
Q2 | $82K | Hold |
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|
2016
Q1 | $73K | Hold |
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|
2015
Q4 | $67K | Buy |
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|
2015
Q3 | $39K | Hold |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $43K | Hold |
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|
2014
Q3 | $39K | Sell |
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|
2014
Q2 | $43K | Hold |
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|
2014
Q1 | $41K | Hold |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $36K | Hold |
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|
2013
Q2 | $33K | Buy |
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