Colonial 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 | $326K | Buy |
1,490
+134
| +10% | +$29.3K | 0.05% | 233 |
|
|
2025
Q1 | $331K | Buy |
1,356
+21
| +2% | +$5.13K | 0.05% | 216 |
|
|
2024
Q4 | $283K | Buy |
1,335
+193
| +17% | +$41K | 0.04% | 239 |
|
|
2024
Q3 | $255K | Sell |
1,142
-35
| -3% | -$7.81K | 0.04% | 261 |
|
|
2024
Q2 | $248K | Buy |
1,177
+162
| +16% | +$34.1K | 0.04% | 241 |
|
|
2024
Q1 | $209K | Sell |
1,015
-187
| -16% | -$38.5K | 0.04% | 262 |
|
|
2023
Q4 | $228K | Sell |
1,202
-347
| -22% | -$65.7K | 0.05% | 241 |
|
|
2023
Q3 | $303K | Buy |
1,549
+59
| +4% | +$11.5K | 0.07% | 177 |
|
|
2023
Q2 | $277K | Hold |
1,490
| – | – | 0.07% | 189 |
|
|
2023
Q1 | $246K | Buy |
1,490
+1,178
| +378% | +$194K | 0.06% | 207 |
|
|
2022
Q4 | $52K | Buy |
+312
| New | +$52K | 0.01% | 433 |
|