FinTrust Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.5K | Hold |
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|
2024
Q2 | $35.4K | Buy |
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|
2024
Q1 | $17.5K | Sell |
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|
2023
Q4 | $18.4K | Sell |
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|
2023
Q3 | $28.2K | Buy |
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|
2023
Q2 | $23.7K | Hold |
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|
2023
Q1 | $23.7K | Hold |
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|
2022
Q4 | $23.7K | Sell |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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