Colonial Trust Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Hold |
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|
2025
Q1 | $24.4K | Hold |
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|
2024
Q4 | $21.2K | Hold |
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|
2024
Q3 | $22.3K | Hold |
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|
2024
Q2 | $21.1K | Sell |
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|
2024
Q1 | $40.2K | Buy |
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|
2023
Q4 | $26K | Buy |
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|
2023
Q3 | $22.6K | Sell |
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|
2023
Q2 | $23.7K | Buy |
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|
2023
Q1 | $5.66K | Buy |
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|
2022
Q4 | $4.63K | Buy |
|