FAB
First American Bank’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
60,886
+244
| +0.4% | +$53.3K | 0.91% | 30 |
|
|
2025
Q1 | $14.8M | Buy |
60,642
+339
| +0.6% | +$82.7K | 1.09% | 24 |
|
|
2024
Q4 | $12.8M | Buy |
60,303
+562
| +0.9% | +$119K | 0.9% | 28 |
|
|
2024
Q3 | $13.3M | Hold |
59,741
| – | – | 0.96% | 27 |
|
|
2024
Q2 | $12.6M | Buy |
59,741
+180
| +0.3% | +$37.9K | 0.94% | 29 |
|
|
2024
Q1 | $12.3M | Buy |
59,561
+1,268
| +2% | +$261K | 0.93% | 30 |
|
|
2023
Q4 | $11M | Sell |
58,293
-885
| -1% | -$168K | 0.92% | 31 |
|
|
2023
Q3 | $11.3M | Sell |
59,178
-382
| -0.6% | -$72.7K | 1.02% | 25 |
|
|
2023
Q2 | $11.2M | Sell |
59,560
-2,420
| -4% | -$455K | 0.97% | 26 |
|
|
2023
Q1 | $10.3M | Sell |
61,980
-931
| -1% | -$155K | 0.95% | 28 |
|
|
2022
Q4 | $10.4M | Buy |
62,911
+1,053
| +2% | +$174K | 1% | 27 |
|
|
2022
Q3 | $9.23M | Buy |
61,858
+2,131
| +4% | +$318K | 0.96% | 27 |
|
|
2022
Q2 | $9.27M | Buy |
59,727
+395
| +0.7% | +$61.3K | 0.94% | 28 |
|
|
2022
Q1 | $10.1M | Sell |
59,332
-2,116
| -3% | -$361K | 0.86% | 32 |
|
|
2021
Q4 | $10.7M | Buy |
61,448
+1,946
| +3% | +$338K | 0.56% | 49 |
|
|
2021
Q3 | $9.01M | Buy |
59,502
+723
| +1% | +$109K | 0.52% | 47 |
|
|
2021
Q2 | $8.27M | Buy |
58,779
+1,178
| +2% | +$166K | 0.48% | 55 |
|
|
2021
Q1 | $7.02M | Buy |
57,601
+3,128
| +6% | +$381K | 0.44% | 61 |
|
|
2020
Q4 | $6.37M | Buy |
54,473
+182
| +0.3% | +$21.3K | 0.43% | 65 |
|
|
2020
Q3 | $6.23M | Sell |
54,291
-575
| -1% | -$66K | 0.37% | 78 |
|
|
2020
Q2 | $5.89M | Buy |
54,866
+1,704
| +3% | +$183K | 0.37% | 78 |
|
|
2020
Q1 | $4.6M | Buy |
53,162
+876
| +2% | +$75.7K | 0.34% | 89 |
|
|
2019
Q4 | $5.83M | Buy |
+52,286
| New | +$5.83M | 0.36% | 86 |
|
|
2019
Q2 | $5.09M | Sell |
51,054
-160
| -0.3% | -$16K | 0.35% | 85 |
|
|
2019
Q1 | $4.81M | Sell |
51,214
-237
| -0.5% | -$22.3K | 0.35% | 84 |
|
|
2018
Q4 | $4.1M | Buy |
51,451
+1,019
| +2% | +$81.3K | 0.32% | 87 |
|
|
2018
Q3 | $4.17M | Buy |
+50,432
| New | +$4.17M | 0.29% | 85 |
|
|
2018
Q1 | $4.04M | Buy |
48,853
+546
| +1% | +$45.1K | 0.31% | 94 |
|
|
2017
Q4 | $3.93M | Sell |
48,307
-193
| -0.4% | -$15.7K | 0.3% | 94 |
|
|
2017
Q3 | $4.07M | Buy |
48,500
+67
| +0.1% | +$5.62K | 0.31% | 94 |
|
|
2017
Q2 | $3.78M | Buy |
48,433
+1,365
| +3% | +$106K | 0.3% | 92 |
|
|
2017
Q1 | $3.48M | Buy |
47,068
+7,363
| +19% | +$544K | 0.28% | 106 |
|
|
2016
Q4 | $2.68M | Buy |
39,705
+24,416
| +160% | +$1.65M | 0.23% | 114 |
|
|
2016
Q3 | $1.03M | Buy |
15,289
+3,861
| +34% | +$260K | 0.09% | 157 |
|
|
2016
Q2 | $783K | Buy |
11,428
+7,428
| +186% | +$509K | 0.08% | 152 |
|
|
2016
Q1 | $243K | Hold |
4,000
| – | – | 0.02% | 272 |
|
|
2015
Q4 | $222K | Hold |
4,000
| – | – | 0.02% | 251 |
|
|
2015
Q3 | $209K | Hold |
4,000
| – | – | 0.02% | 231 |
|
|
2015
Q2 | $227K | Hold |
4,000
| – | – | 0.02% | 233 |
|
|
2015
Q1 | $224K | Hold |
4,000
| – | – | 0.02% | 225 |
|
|
2014
Q4 | $229K | Hold |
4,000
| – | – | 0.02% | 207 |
|
|
2014
Q3 | $209K | Hold |
4,000
| – | – | 0.02% | 218 |
|
|
2014
Q2 | $207K | Buy |
+4,000
| New | +$207K | 0.02% | 220 |
|