Wilkins Investment Counsel’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,240	Closed	-$1.04M	–	74
2023 Q1	$1.04M	Hold	6,240	–	–	0.27%	49
2022 Q4	$1.03M	Sell	6,240 -2,000	-24%	-$331K	0.27%	50
2022 Q3	$1.23M	Hold	8,240	–	–	0.36%	48
2022 Q2	$1.28M	Hold	8,240	–	–	0.34%	48
2022 Q1	$1.4M	Hold	8,240	–	–	0.32%	51
2021 Q4	$1.43M	Hold	8,240	–	–	0.32%	52
2021 Q3	$1.25M	Hold	8,240	–	–	0.31%	52
2021 Q2	$1.16M	Hold	8,240	–	–	0.29%	52
2021 Q1	$1M	Hold	8,240	–	–	0.26%	54
2020 Q4	$964K	Hold	8,240	–	–	0.27%	52
2020 Q3	$945K	Hold	8,240	–	–	0.28%	51
2020 Q2	$885K	Hold	8,240	–	–	0.28%	51
2020 Q1	$712K	Buy	8,240 +240	+3%	+$20.7K	0.26%	54
2019 Q4	$891K	Hold	8,000	–	–	0.25%	56
2019 Q3	$800K	Sell	8,000 -2,000	-20%	-$200K	0.24%	55
2019 Q2	$997K	Hold	10,000	–	–	0.3%	54
2019 Q1	$939K	Hold	10,000	–	–	0.28%	51
2018 Q4	$797K	Hold	10,000	–	–	0.26%	53
2018 Q3	$827K	Hold	10,000	–	–	0.25%	55
2018 Q2	$820K	Hold	10,000	–	–	0.26%	55
2018 Q1	$826K	Hold	10,000	–	–	0.26%	55
2017 Q4	$814K	Hold	10,000	–	–	0.24%	57
2017 Q3	$838K	Hold	10,000	–	–	0.26%	56
2017 Q2	$780K	Hold	10,000	–	–	0.25%	56
2017 Q1	$739K	Hold	10,000	–	–	0.24%	57
2016 Q4	$676K	Hold	10,000	–	–	0.22%	59
2016 Q3	$672K	Hold	10,000	–	–	0.23%	57
2016 Q2	$685K	Hold	10,000	–	–	0.23%	58
2016 Q1	$608K	Hold	10,000	–	–	0.22%	61
2015 Q4	$554K	Hold	10,000	–	–	0.21%	63
2015 Q3	$522K	Hold	10,000	–	–	0.2%	64
2015 Q2	$567K	Hold	10,000	–	–	0.21%	62
2015 Q1	$561K	Hold	10,000	–	–	0.2%	63
2014 Q4	$572K	Hold	10,000	–	–	0.2%	63
2014 Q3	$523K	Hold	10,000	–	–	0.19%	65
2014 Q2	$518K	Hold	10,000	–	–	0.18%	61
2014 Q1	$493K	Buy	+10,000	New	+$493K	0.18%	62