Alerus Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
15,533
-67
| -0.4% | -$14.6K | 0.24% | 81 |
|
|
2025
Q1 | $3.81M | Sell |
15,600
-1,069
| -6% | -$261K | 0.3% | 69 |
|
|
2024
Q4 | $3.54M | Sell |
16,669
-1,684
| -9% | -$358K | 0.27% | 79 |
|
|
2024
Q3 | $4.09M | Sell |
18,353
-957
| -5% | -$213K | 0.3% | 75 |
|
|
2024
Q2 | $4.07M | Sell |
19,310
-314
| -2% | -$66.2K | 0.3% | 71 |
|
|
2024
Q1 | $4.04M | Sell |
19,624
-506
| -3% | -$104K | 0.31% | 75 |
|
|
2023
Q4 | $3.81M | Sell |
20,130
-2,396
| -11% | -$454K | 0.31% | 78 |
|
|
2023
Q3 | $4.29M | Sell |
22,526
-1,015
| -4% | -$193K | 0.38% | 67 |
|
|
2023
Q2 | $4.43M | Buy |
23,541
+499
| +2% | +$93.9K | 0.37% | 75 |
|
|
2023
Q1 | $3.84M | Sell |
23,042
-2,707
| -11% | -$451K | 0.34% | 79 |
|
|
2022
Q4 | $4.26M | Sell |
25,749
-4,902
| -16% | -$811K | 0.39% | 77 |
|
|
2022
Q3 | $4.58M | Buy |
30,651
+9,840
| +47% | +$1.47M | 0.46% | 68 |
|
|
2022
Q2 | $3.23M | Buy |
20,811
+3,915
| +23% | +$608K | 0.3% | 77 |
|
|
2022
Q1 | $2.88M | Sell |
16,896
-7,142
| -30% | -$1.22M | 0.25% | 100 |
|
|
2021
Q4 | $4.18M | Buy |
24,038
+9,297
| +63% | +$1.62M | 0.34% | 80 |
|
|
2021
Q3 | $2.23M | Sell |
14,741
-46
| -0.3% | -$6.97K | 0.2% | 104 |
|
|
2021
Q2 | $2.08M | Buy |
14,787
+926
| +7% | +$130K | 0.21% | 104 |
|
|
2021
Q1 | $1.69M | Buy |
13,861
+2,515
| +22% | +$306K | 0.18% | 115 |
|
|
2020
Q4 | $1.33M | Sell |
11,346
-220
| -2% | -$25.7K | 0.13% | 118 |
|
|
2020
Q3 | $1.33M | Buy |
+11,566
| New | +$1.33M | 0.15% | 112 |
|