Colonial Trust Advisors’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 | $21.9K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $24.4K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $21.2K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $22.3K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $21.1K | Sell |
100
-95
| -49% | -$20K | ﹤0.01% | 422 |
|
|
2024
Q1 | $40.2K | Buy |
195
+58
| +42% | +$11.9K | ﹤0.01% | 359 |
|
|
2023
Q4 | $26K | Buy |
137
+18
| +15% | +$3.41K | ﹤0.01% | 389 |
|
|
2023
Q3 | $22.6K | Sell |
119
-7
| -6% | -$1.33K | ﹤0.01% | 410 |
|
|
2023
Q2 | $23.7K | Buy |
126
+92
| +271% | +$17.3K | ﹤0.01% | 416 |
|
|
2023
Q1 | $5.66K | Buy |
34
+6
| +21% | +$999 | ﹤0.01% | 599 |
|
|
2022
Q4 | $4.63K | Buy |
+28
| New | +$4.63K | ﹤0.01% | 631 |
|