AMG National Trust Bank’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 | $790K | Sell |
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|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $986K | Buy |
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|
2024
Q4 | $818K | Hold |
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|
2024
Q3 | $859K | Sell |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $326K | Buy |
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