Enterprise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
10,201
-18
| -0.2% | -$3.94K | 0.83% | 33 |
|
|
2025
Q1 | $2.49M | Buy |
10,219
+499
| +5% | +$122K | 0.96% | 30 |
|
|
2024
Q4 | $2.06M | Buy |
9,720
+20
| +0.2% | +$4.25K | 0.68% | 38 |
|
|
2024
Q3 | $2.16M | Buy |
9,700
+88
| +0.9% | +$19.6K | 0.7% | 39 |
|
|
2024
Q2 | $2.03M | Sell |
9,612
-6
| -0.1% | -$1.26K | 0.69% | 37 |
|
|
2024
Q1 | $1.98M | Sell |
9,618
-393
| -4% | -$81K | 0.68% | 39 |
|
|
2023
Q4 | $1.9M | Buy |
10,011
+2,026
| +25% | +$384K | 0.68% | 38 |
|
|
2023
Q3 | $1.52M | Sell |
7,985
-4
| -0.1% | -$761 | 0.63% | 39 |
|
|
2023
Q2 | $1.5M | Sell |
7,989
-50
| -0.6% | -$9.4K | 0.57% | 42 |
|
|
2023
Q1 | $1.34M | Sell |
8,039
-119
| -1% | -$19.8K | 0.58% | 45 |
|
|
2022
Q4 | $1.35M | Buy |
8,158
+20
| +0.2% | +$3.31K | 0.64% | 45 |
|
|
2022
Q3 | $1.22M | Hold |
8,138
| – | – | 0.63% | 45 |
|
|
2022
Q2 | $1.26M | Sell |
8,138
-628
| -7% | -$97.5K | 0.57% | 48 |
|
|
2022
Q1 | $1.49M | Sell |
8,766
-529
| -6% | -$90.2K | 0.59% | 50 |
|
|
2021
Q4 | $1.62M | Buy |
9,295
+633
| +7% | +$110K | 0.57% | 52 |
|
|
2021
Q3 | $1.31M | Buy |
8,662
+180
| +2% | +$27.2K | 0.52% | 50 |
|
|
2021
Q2 | $1.19M | Buy |
8,482
+78
| +0.9% | +$11K | 0.47% | 55 |
|
|
2021
Q1 | $1.02M | Buy |
8,404
+378
| +5% | +$46K | 0.43% | 54 |
|
|
2020
Q4 | $939K | Buy |
+8,026
| New | +$939K | 0.4% | 58 |
|