Whittier Trust’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
Q2 | $37.2M | Buy |
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|
2025
Q1 | $38.7M | Buy |
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|
2024
Q4 | $33.4M | Buy |
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|
2024
Q3 | $34.8M | Buy |
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|
2024
Q2 | $32.2M | Buy |
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|
2024
Q1 | $30.4M | Buy |
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|
2023
Q4 | $27.5M | Buy |
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|
2023
Q3 | $27.3M | Buy |
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|
2023
Q2 | $26.3M | Sell |
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|
2023
Q1 | $23.6M | Buy |
|
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|
2022
Q4 | $22.5M | Buy |
|
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|
2022
Q3 | $20.2M | Buy |
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|
2022
Q2 | $20.6M | Buy |
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|
2022
Q1 | $22.3M | Buy |
|
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|
2021
Q4 | $22.6M | Buy |
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|
2021
Q3 | $19.1M | Buy |
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|
2021
Q2 | $17.4M | Buy |
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|
2021
Q1 | $14.6M | Buy |
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|
2020
Q4 | $13.2M | Buy |
|
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|
2020
Q3 | $11.9M | Buy |
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|
2020
Q2 | $11M | Buy |
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|
2020
Q1 | $4.91M | Buy |
|
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|
2019
Q4 | $5.31M | Buy |
|
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|
2019
Q3 | $4.45M | Buy |
|
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|
2019
Q2 | $1.33M | Buy |
|
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $998K | Buy |
|
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $929K | Sell |
|
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|
2018
Q1 | $956K | Buy |
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|
2017
Q4 | $935K | Buy |
|
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|
2017
Q3 | $893K | Buy |
|
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|
2017
Q2 | $705K | Hold |
|
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|
2017
Q1 | $669K | Buy |
|
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|
2016
Q4 | $557K | Buy |
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|
2016
Q3 | $543K | Hold |
|
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|
2016
Q2 | $552K | Sell |
|
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|
2016
Q1 | $649K | Hold |
|
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|
2015
Q4 | $592K | Buy |
|
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|
2015
Q3 | $436K | Sell |
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|
2015
Q2 | $496K | Buy |
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|
2015
Q1 | $441K | Buy |
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|
2014
Q4 | $438K | Hold |
|
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|
2014
Q3 | $401K | Sell |
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|
2014
Q2 | $400K | Hold |
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|
2014
Q1 | $380K | Hold |
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|
2013
Q4 | $373K | Hold |
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|
2013
Q3 | $336K | Hold |
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|
2013
Q2 | $309K | Buy |
|