Canandaigua National Bank & 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 | $1.06M | Sell |
4,842
-91
| -2% | -$19.9K | 0.1% | 184 |
|
|
2025
Q1 | $1.2M | Sell |
4,933
-123
| -2% | -$30K | 0.12% | 166 |
|
|
2024
Q4 | $1.07M | Sell |
5,056
-141
| -3% | -$30K | 0.11% | 175 |
|
|
2024
Q3 | $1.16M | Sell |
5,197
-289
| -5% | -$64.5K | 0.11% | 172 |
|
|
2024
Q2 | $1.16M | Sell |
5,486
-458
| -8% | -$96.5K | 0.13% | 154 |
|
|
2024
Q1 | $1.22M | Sell |
5,944
-270
| -4% | -$55.6K | 0.18% | 129 |
|
|
2023
Q4 | $1.18M | Sell |
6,214
-47
| -0.8% | -$8.91K | 0.18% | 123 |
|
|
2023
Q3 | $1.19M | Buy |
6,261
+108
| +2% | +$20.6K | 0.19% | 121 |
|
|
2023
Q2 | $1.16M | Sell |
6,153
-86
| -1% | -$16.2K | 0.19% | 130 |
|
|
2023
Q1 | $1.04M | Buy |
+6,239
| New | +$1.04M | 0.17% | 136 |
|