Arvest Bank Trust Division’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 | – | Sell |
-956
| Closed | -$233K | – | 197 |
|
|
2025
Q1 | $233K | Buy |
+956
| New | +$233K | 0.01% | 157 |
|
|
2024
Q4 | – | Sell |
-923
| Closed | -$206K | – | 176 |
|
|
2024
Q3 | $206K | Buy |
+923
| New | +$206K | 0.01% | 168 |
|
|
2021
Q3 | $203K | Sell |
1,341
-216
| -14% | -$32.7K | 0.01% | 171 |
|
|
2021
Q2 | $219K | Buy |
+1,557
| New | +$219K | 0.01% | 164 |
|