Exchange Bank’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 | $1.35M | Sell |
6,164
-75
| -1% | -$16.4K | 1.07% | 28 |
|
|
2025
Q1 | $1.52M | Hold |
6,239
| – | – | 1.23% | 24 |
|
|
2024
Q4 | $1.33M | Hold |
6,239
| – | – | 1.07% | 32 |
|
|
2024
Q3 | $1.39M | Hold |
6,239
| – | – | 1.14% | 30 |
|
|
2024
Q2 | $1.31M | Hold |
6,239
| – | – | 1.12% | 28 |
|
|
2024
Q1 | $1.29M | Sell |
6,239
-29
| -0.5% | -$5.97K | 1.06% | 29 |
|
|
2023
Q4 | $1.19M | Buy |
6,268
+21
| +0.3% | +$3.98K | 1.03% | 29 |
|
|
2023
Q3 | $1.19M | Sell |
6,247
-73
| -1% | -$13.9K | 1.14% | 27 |
|
|
2023
Q2 | $1.19M | Buy |
+6,320
| New | +$1.19M | 1.15% | 25 |
|