Dorsey & Whitney Trust’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
Q3 | $1.05M | Sell |
|
|||||
|
2025
Q2 | $1.18M | Sell |
|
|||||
|
2025
Q1 | $1.44M | Sell |
|
|||||
|
2024
Q4 | $1.26M | Sell |
|
|||||
|
2024
Q3 | $1.39M | Buy |
|
|||||
|
2024
Q2 | $944K | Sell |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $915K | Buy |
|
|||||
|
2023
Q3 | $911K | Buy |
|
|||||
|
2023
Q2 | $888K | Buy |
|
|||||
|
2023
Q1 | $773K | Buy |
|
|||||
|
2022
Q4 | $633K | Sell |
|
|||||
|
2022
Q3 | $578K | Buy |
|
|||||
|
2022
Q2 | $574K | Buy |
|
|||||
|
2022
Q1 | $599K | Hold |
|
|||||
|
2021
Q4 | $611K | Buy |
|
|||||
|
2021
Q3 | $482K | Hold |
|
|||||
|
2021
Q2 | $447K | Hold |
|
|||||
|
2021
Q1 | $387K | Buy |
|
|||||
|
2020
Q4 | $334K | Sell |
|
|||||
|
2020
Q3 | $335K | Sell |
|
|||||
|
2020
Q2 | $316K | Buy |
|
|||||
|
2020
Q1 | $232K | Buy |
|
|||||
|
2019
Q4 | $297K | Buy |
|
|||||
|
2019
Q3 | $266K | Sell |
|
|||||
|
2019
Q2 | $277K | Sell |
|
|||||
|
2019
Q1 | $261K | Hold |
|
|||||
|
2018
Q4 | $222K | Buy |
|
|||||
|
2018
Q3 | $212K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $216K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $241K | Buy |
|
|||||
|
2014
Q1 | $225K | Sell |
|
|||||
|
2013
Q4 | $358K | Sell |
|
|||||
|
2013
Q3 | $323K | Buy |
|
|||||
|
2013
Q2 | $220K | Buy |
|