Caldwell Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Hold |
3,616
|
|
||||
|
2025
Q1 | $882K | Hold |
3,616
|
|
||||
|
2024
Q4 | $768K | Sell |
3,616
-50
|
|
||||
|
2024
Q3 | $818K | Sell |
3,666
-385
|
|
||||
|
2024
Q2 | $854K | Buy |
4,051
+580
|
|
||||
|
2024
Q1 | $715K | Sell |
3,471
-31
|
|
||||
|
2023
Q4 | $664K | Sell |
3,502
-12
|
|
||||
|
2023
Q3 | $669K | Sell |
3,514
-25
|
|
||||
|
2023
Q2 | $666K | Buy |
3,539
+83
|
|
||||
|
2023
Q1 | $576K | Hold |
3,456
|
|
||||
|
2022
Q4 | $572K | Sell |
3,456
-388
|
|
||||
|
2022
Q3 | $574K | Buy |
3,844
+224
|
|
||||
|
2022
Q2 | $562K | Sell |
3,620
-16
|
|
||||
|
2022
Q1 | $620K | Hold |
3,636
|
|
||||
|
2021
Q4 | $632K | Sell |
3,636
-130
|
|
||||
|
2021
Q3 | $570K | Hold |
3,766
|
|
||||
|
2021
Q2 | $530K | Sell |
3,766
-34
|
|
||||
|
2021
Q1 | $463K | Hold |
3,800
|
|
||||
|
2020
Q4 | $445K | Hold |
3,800
|
|
||||
|
2020
Q3 | $436K | Hold |
3,800
|
|
||||
|
2020
Q2 | $408K | Hold |
3,800
|
|
||||
|
2020
Q1 | $329K | Hold |
3,800
|
|
||||
|
2019
Q4 | $423K | Buy |
+3,800
|
|