FineMark National 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 | $5.76M | Sell |
26,353
-6
| -0% | -$1.31K | 0.2% | 109 |
|
|
2025
Q1 | $6.43M | Sell |
26,359
-85
| -0.3% | -$20.7K | 0.23% | 102 |
|
|
2024
Q4 | $5.62M | Sell |
26,444
-155
| -0.6% | -$32.9K | 0.2% | 105 |
|
|
2024
Q3 | $5.93M | Sell |
26,599
-59
| -0.2% | -$13.2K | 0.21% | 105 |
|
|
2024
Q2 | $5.62M | Buy |
26,658
+352
| +1% | +$74.2K | 0.21% | 105 |
|
|
2024
Q1 | $5.42M | Buy |
26,306
+869
| +3% | +$179K | 0.2% | 106 |
|
|
2023
Q4 | $4.82M | Buy |
25,437
+8,920
| +54% | +$1.69M | 0.2% | 105 |
|
|
2023
Q3 | $3.14M | Buy |
+16,517
| New | +$3.14M | 0.14% | 123 |
|
|
2017
Q1 | – | Sell |
-15
| Closed | -$1K | – | 751 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1254 |
|
|
2016
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1301 |
|
|
2016
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1275 |
|
|
2015
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1409 |
|
|
2015
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1350 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1337 |
|
|
2014
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1349 |
|
|
2014
Q3 | $1K | Sell |
15
-400
| -96% | -$26.7K | ﹤0.01% | 1326 |
|
|
2014
Q2 | $22K | Hold |
415
| – | – | ﹤0.01% | 871 |
|
|
2014
Q1 | $20K | Sell |
415
-28
| -6% | -$1.35K | ﹤0.01% | 891 |
|
|
2013
Q4 | $21K | Buy |
443
+43
| +11% | +$2.04K | ﹤0.01% | 824 |
|
|
2013
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 846 |
|
|
2013
Q2 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 860 |
|