Essex Savings Bank’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 | $286K | Sell |
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|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $111K | Buy |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $20K | Buy |
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