WTC
WhitTier Trust Company’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
66,462
+1,783
| +3% | +$390K | 0.33% | 66 |
|
|
2025
Q1 | $15.8M | Buy |
64,679
+1,911
| +3% | +$466K | 0.4% | 59 |
|
|
2024
Q4 | $13.3M | Buy |
62,768
+2,819
| +5% | +$599K | 0.33% | 67 |
|
|
2024
Q3 | $13.4M | Buy |
59,949
+1,043
| +2% | +$233K | 0.35% | 65 |
|
|
2024
Q2 | $12.4M | Buy |
58,906
+1,033
| +2% | +$218K | 0.35% | 64 |
|
|
2024
Q1 | $11.9M | Buy |
57,873
+1,186
| +2% | +$244K | 0.34% | 73 |
|
|
2023
Q4 | $10.7M | Buy |
56,687
+200
| +0.4% | +$37.9K | 0.34% | 69 |
|
|
2023
Q3 | $10.7M | Buy |
56,487
+35
| +0.1% | +$6.66K | 0.38% | 62 |
|
|
2023
Q2 | $10.6M | Buy |
56,452
+692
| +1% | +$130K | 0.36% | 66 |
|
|
2023
Q1 | $9.29M | Buy |
55,760
+1,798
| +3% | +$299K | 0.34% | 74 |
|
|
2022
Q4 | $8.93M | Buy |
53,962
+1,354
| +3% | +$224K | 0.35% | 65 |
|
|
2022
Q3 | $7.85M | Buy |
52,608
+3,186
| +6% | +$476K | 0.33% | 71 |
|
|
2022
Q2 | $7.67M | Buy |
49,422
+3,521
| +8% | +$547K | 0.32% | 77 |
|
|
2022
Q1 | $7.82M | Buy |
45,901
+6,345
| +16% | +$1.08M | 0.28% | 83 |
|
|
2021
Q4 | $6.88M | Buy |
39,556
+2,730
| +7% | +$474K | 0.25% | 92 |
|
|
2021
Q3 | $5.58M | Buy |
36,826
+1,287
| +4% | +$195K | 0.23% | 107 |
|
|
2021
Q2 | $5M | Sell |
35,539
-55
| -0.2% | -$7.74K | 0.21% | 114 |
|
|
2021
Q1 | $4.34M | Buy |
35,594
+2,563
| +8% | +$312K | 0.19% | 115 |
|
|
2020
Q4 | $3.87M | Buy |
33,031
+1,980
| +6% | +$232K | 0.19% | 117 |
|
|
2020
Q3 | $3.56M | Buy |
31,051
+592
| +2% | +$67.9K | 0.21% | 109 |
|
|
2020
Q2 | $3.27M | Buy |
30,459
+12,918
| +74% | +$1.39M | 0.21% | 111 |
|
|
2020
Q1 | $1.52M | Buy |
17,541
+3,575
| +26% | +$309K | 0.12% | 152 |
|
|
2019
Q4 | $1.56M | Buy |
13,966
+1,832
| +15% | +$204K | 0.1% | 168 |
|
|
2019
Q3 | $1.21M | Buy |
12,134
+9,726
| +404% | +$973K | 0.08% | 187 |
|
|
2019
Q2 | $240K | Hold |
2,408
| – | – | 0.02% | 374 |
|
|
2019
Q1 | $226K | Sell |
2,408
-106
| -4% | -$9.95K | 0.02% | 378 |
|
|
2018
Q4 | $201K | Buy |
2,514
+117
| +5% | +$9.35K | 0.02% | 381 |
|
|
2018
Q3 | $198K | Hold |
2,397
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $197K | Hold |
2,397
| – | – | 0.02% | 392 |
|
|
2018
Q1 | $198K | Buy |
2,397
+22
| +0.9% | +$1.82K | 0.02% | 380 |
|
|
2017
Q4 | $194K | Hold |
2,375
| – | – | 0.02% | 358 |
|
|
2017
Q3 | $199K | Hold |
2,375
| – | – | 0.02% | 337 |
|
|
2017
Q2 | $185K | Buy |
2,375
+1,095
| +86% | +$85.3K | 0.02% | 346 |
|
|
2017
Q1 | $94K | Buy |
1,280
+80
| +7% | +$5.88K | 0.01% | 438 |
|
|
2016
Q4 | $81K | Hold |
1,200
| – | – | 0.01% | 459 |
|
|
2016
Q3 | $80K | Hold |
1,200
| – | – | 0.01% | 457 |
|
|
2016
Q2 | $82K | Hold |
1,200
| – | – | 0.01% | 451 |
|
|
2016
Q1 | $73K | Hold |
1,200
| – | – | 0.01% | 466 |
|
|
2015
Q4 | $67K | Buy |
1,200
+450
| +60% | +$25.1K | 0.01% | 470 |
|
|
2015
Q3 | $39K | Hold |
750
| – | – | ﹤0.01% | 563 |
|
|
2015
Q2 | $43K | Hold |
750
| – | – | ﹤0.01% | 566 |
|
|
2015
Q1 | $42K | Hold |
750
| – | – | ﹤0.01% | 569 |
|
|
2014
Q4 | $43K | Hold |
750
| – | – | ﹤0.01% | 559 |
|
|
2014
Q3 | $39K | Sell |
750
-75
| -9% | -$3.9K | ﹤0.01% | 581 |
|
|
2014
Q2 | $43K | Hold |
825
| – | – | ﹤0.01% | 577 |
|
|
2014
Q1 | $41K | Hold |
825
| – | – | ﹤0.01% | 591 |
|
|
2013
Q4 | $40K | Hold |
825
| – | – | ﹤0.01% | 570 |
|
|
2013
Q3 | $36K | Hold |
825
| – | – | ﹤0.01% | 559 |
|
|
2013
Q2 | $33K | Buy |
+825
| New | +$33K | ﹤0.01% | 556 |
|