Central 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-65
| Closed | -$13.7K | – | 296 |
|
|
2024
Q2 | $13.7K | Hold |
65
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $13.4K | Hold |
65
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $12.3K | Hold |
65
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $12.4K | Hold |
65
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $12.2K | Buy |
65
+40
| +160% | +$7.52K | ﹤0.01% | 272 |
|
|
2023
Q1 | $4.16K | Buy |
+25
| New | +$4.16K | ﹤0.01% | 316 |
|
|
2017
Q2 | – | Sell |
-36
| Closed | -$3K | – | 301 |
|
|
2017
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 311 |
|
|
2016
Q1 | – | Sell |
-184
| Closed | -$10K | – | 363 |
|
|
2015
Q4 | $10K | Buy |
+184
| New | +$10K | ﹤0.01% | 283 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$6K | – | 399 |
|
|
2015
Q2 | $6K | Sell |
100
-150
| -60% | -$9K | ﹤0.01% | 313 |
|
|
2015
Q1 | $14K | Sell |
250
-250
| -50% | -$14K | ﹤0.01% | 256 |
|
|
2014
Q4 | $29K | Buy |
+500
| New | +$29K | 0.01% | 225 |
|
|
2014
Q3 | – | Sell |
-351
| Closed | -$17K | – | 317 |
|
|
2014
Q2 | $17K | Hold |
351
| – | – | 0.01% | 217 |
|
|
2014
Q1 | $17K | Hold |
351
| – | – | 0.01% | 218 |
|
|
2013
Q4 | $17K | Hold |
351
| – | – | 0.01% | 217 |
|
|
2013
Q3 | $15K | Hold |
351
| – | – | 0.01% | 224 |
|
|
2013
Q2 | $14.5K | Buy |
+351
| New | +$14.5K | 0.01% | 226 |
|