AMG National Trust Bank’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 | $889K | Buy |
4,065
+25
| +0.6% | +$5.47K | 0.02% | 306 |
|
|
2025
Q1 | $986K | Buy |
4,040
+190
| +5% | +$46.4K | 0.03% | 289 |
|
|
2024
Q4 | $818K | Hold |
3,850
| – | – | 0.02% | 301 |
|
|
2024
Q3 | $859K | Sell |
3,850
-453
| -11% | -$101K | 0.02% | 311 |
|
|
2024
Q2 | $907K | Buy |
4,303
+89
| +2% | +$18.8K | 0.02% | 308 |
|
|
2024
Q1 | $868K | Buy |
4,214
+438
| +12% | +$90.2K | 0.03% | 303 |
|
|
2023
Q4 | $715K | Buy |
3,776
+572
| +18% | +$108K | 0.02% | 312 |
|
|
2023
Q3 | $610K | Sell |
3,204
-15
| -0.5% | -$2.85K | 0.02% | 316 |
|
|
2023
Q2 | $605K | Buy |
3,219
+777
| +32% | +$146K | 0.02% | 324 |
|
|
2023
Q1 | $407K | Sell |
2,442
-16
| -0.7% | -$2.67K | 0.01% | 362 |
|
|
2022
Q4 | $407K | Buy |
2,458
+274
| +13% | +$45.3K | 0.01% | 354 |
|
|
2022
Q3 | $326K | Buy |
+2,184
| New | +$326K | 0.01% | 374 |
|