Wilkins Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.23M | Hold |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.4M | Hold |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $964K | Hold |
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|
2020
Q3 | $945K | Hold |
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|
2020
Q2 | $885K | Hold |
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|
2020
Q1 | $712K | Buy |
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|
2019
Q4 | $891K | Hold |
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|
2019
Q3 | $800K | Sell |
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|
2019
Q2 | $997K | Hold |
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|
2019
Q1 | $939K | Hold |
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|
2018
Q4 | $797K | Hold |
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|
2018
Q3 | $827K | Hold |
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|
2018
Q2 | $820K | Hold |
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|
2018
Q1 | $826K | Hold |
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|
2017
Q4 | $814K | Hold |
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|
2017
Q3 | $838K | Hold |
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|
2017
Q2 | $780K | Hold |
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|
2017
Q1 | $739K | Hold |
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|
2016
Q4 | $676K | Hold |
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|
2016
Q3 | $672K | Hold |
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|
2016
Q2 | $685K | Hold |
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|
2016
Q1 | $608K | Hold |
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|
2015
Q4 | $554K | Hold |
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|
2015
Q3 | $522K | Hold |
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|
2015
Q2 | $567K | Hold |
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|
2015
Q1 | $561K | Hold |
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|
2014
Q4 | $572K | Hold |
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|
2014
Q3 | $523K | Hold |
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|
2014
Q2 | $518K | Hold |
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|
2014
Q1 | $493K | Buy |
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