Atlantic Union Bankshares’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 | $953K | Buy |
4,358
+300
| +7% | +$65.6K | 0.02% | 324 |
|
|
2025
Q1 | $990K | Buy |
4,058
+30
| +0.7% | +$7.32K | 0.06% | 182 |
|
|
2024
Q4 | $856K | Hold |
4,028
| – | – | 0.05% | 205 |
|
|
2024
Q3 | $899K | Hold |
4,028
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $849K | Hold |
4,028
| – | – | 0.05% | 202 |
|
|
2024
Q1 | $830K | Hold |
4,028
| – | – | 0.07% | 183 |
|
|
2023
Q4 | $763K | Hold |
4,028
| – | – | 0.07% | 190 |
|
|
2023
Q3 | $767K | Hold |
4,028
| – | – | 0.08% | 183 |
|
|
2023
Q2 | $758K | Hold |
4,028
| – | – | 0.08% | 188 |
|
|
2023
Q1 | $671K | Hold |
4,028
| – | – | 0.07% | 165 |
|
|
2022
Q4 | $667K | Hold |
4,028
| – | – | 0.07% | 158 |
|
|
2022
Q3 | $601K | Sell |
4,028
-53
| -1% | -$7.91K | 0.07% | 163 |
|
|
2022
Q2 | $633K | Hold |
4,081
| – | – | 0.06% | 163 |
|
|
2022
Q1 | $695K | Sell |
4,081
-45
| -1% | -$7.66K | 0.06% | 167 |
|
|
2021
Q4 | $717K | Sell |
4,126
-5
| -0.1% | -$869 | 0.06% | 167 |
|
|
2021
Q3 | $626K | Buy |
4,131
+50
| +1% | +$7.58K | 0.06% | 177 |
|
|
2021
Q2 | $574K | Hold |
4,081
| – | – | 0.06% | 187 |
|
|
2021
Q1 | $497K | Hold |
4,081
| – | – | 0.05% | 188 |
|
|
2020
Q4 | $477K | Hold |
4,081
| – | – | 0.05% | 193 |
|
|
2020
Q3 | $468K | Buy |
4,081
+53
| +1% | +$6.08K | 0.05% | 184 |
|
|
2020
Q2 | $432K | Hold |
4,028
| – | – | 0.05% | 186 |
|
|
2020
Q1 | $348K | Hold |
4,028
| – | – | 0.05% | 188 |
|
|
2019
Q4 | $449K | Sell |
4,028
-146
| -3% | -$16.3K | 0.06% | 182 |
|
|
2019
Q3 | $418K | Sell |
4,174
-450
| -10% | -$45.1K | 0.06% | 189 |
|
|
2019
Q2 | $461K | Buy |
+4,624
| New | +$461K | 0.06% | 188 |
|