Bank of Nova Scotia Trust’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 | $207K | Buy |
949
+60
| +7% | +$13.1K | 0.02% | 117 |
|
|
2025
Q1 | $217K | Buy |
+889
| New | +$217K | 0.02% | 122 |
|
|
2024
Q4 | – | Sell |
-980
| Closed | -$219K | – | 137 |
|
|
2024
Q3 | $219K | Buy |
980
+8
| +0.8% | +$1.79K | 0.02% | 130 |
|
|
2024
Q2 | $205K | Sell |
972
-57
| -6% | -$12K | 0.02% | 129 |
|
|
2024
Q1 | $212K | Buy |
+1,029
| New | +$212K | 0.02% | 129 |
|
|
2023
Q4 | – | Sell |
-1,646
| Closed | -$313K | – | 138 |
|
|
2023
Q3 | $313K | Sell |
1,646
-503
| -23% | -$95.7K | 0.04% | 113 |
|
|
2023
Q2 | $404K | Sell |
2,149
-2
| -0.1% | -$376 | 0.04% | 105 |
|
|
2023
Q1 | $358K | Sell |
2,151
-97
| -4% | -$16.2K | 0.04% | 111 |
|
|
2022
Q4 | $372K | Sell |
2,248
-90
| -4% | -$14.9K | 0.04% | 108 |
|
|
2022
Q3 | $349K | Buy |
2,338
+90
| +4% | +$13.4K | 0.04% | 107 |
|
|
2022
Q2 | $349K | Sell |
2,248
-703
| -24% | -$109K | 0.04% | 110 |
|
|
2022
Q1 | $503K | Buy |
2,951
+1,766
| +149% | +$301K | 0.04% | 105 |
|
|
2021
Q4 | $206K | Buy |
+1,185
| New | +$206K | 0.02% | 139 |
|
|
2017
Q4 | – | Sell |
-1,558
| Closed | -$131K | – | 292 |
|
|
2017
Q3 | $131K | Buy |
+1,558
| New | +$131K | 0.01% | 162 |
|