American 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
Q3 | $3.19M | Sell |
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|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $4.65M | Sell |
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|
2024
Q3 | $4.95M | Sell |
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|
2024
Q2 | $5.51M | Sell |
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|
2024
Q1 | $5.71M | Buy |
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|
2023
Q4 | $5.15M | Sell |
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|
2023
Q3 | $5.33M | Sell |
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|
2023
Q2 | $6.24M | Sell |
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|
2023
Q1 | $5.58M | Sell |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $5.16M | Buy |
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|
2022
Q2 | $5.26M | Buy |
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|
2022
Q1 | $5.45M | Buy |
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|
2021
Q4 | $3.28M | Buy |
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