First Bankers 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 | $4.14M | Buy |
18,954
+170
| +0.9% | +$37.2K | 1.53% | 16 |
|
|
2025
Q1 | $4.58M | Sell |
18,784
-220
| -1% | -$53.7K | 1.81% | 14 |
|
|
2024
Q4 | $4.04M | Buy |
19,004
+219
| +1% | +$46.5K | 1.58% | 15 |
|
|
2024
Q3 | $4.19M | Sell |
18,785
-155
| -0.8% | -$34.6K | 1.61% | 17 |
|
|
2024
Q2 | $3.99M | Buy |
18,940
+693
| +4% | +$146K | 1.65% | 17 |
|
|
2024
Q1 | $3.76M | Buy |
18,247
+144
| +0.8% | +$29.7K | 1.6% | 17 |
|
|
2023
Q4 | $3.43M | Buy |
18,103
+1,673
| +10% | +$317K | 1.59% | 19 |
|
|
2023
Q3 | $3.13M | Sell |
16,430
-109
| -0.7% | -$20.7K | 1.58% | 22 |
|
|
2023
Q2 | $3.11M | Sell |
16,539
-460
| -3% | -$86.5K | 1.52% | 18 |
|
|
2023
Q1 | $2.83M | Buy |
16,999
+315
| +2% | +$52.5K | 1.42% | 24 |
|
|
2022
Q4 | $2.76M | Buy |
16,684
+48
| +0.3% | +$7.94K | 1.42% | 26 |
|
|
2022
Q3 | $2.48M | Sell |
16,636
-358
| -2% | -$53.5K | 1.42% | 26 |
|
|
2022
Q2 | $2.64M | Sell |
16,994
-195
| -1% | -$30.3K | 1.38% | 25 |
|
|
2022
Q1 | $2.93M | Sell |
17,189
-423
| -2% | -$72.1K | 1.36% | 22 |
|
|
2021
Q4 | $3.06M | Buy |
17,612
+215
| +1% | +$37.4K | 1.35% | 25 |
|
|
2021
Q3 | $2.63M | Sell |
17,397
-449
| -3% | -$68K | 1.32% | 29 |
|
|
2021
Q2 | $2.51M | Sell |
17,846
-5,846
| -25% | -$823K | 1.22% | 32 |
|
|
2021
Q1 | $2.89M | Sell |
23,692
-2,872
| -11% | -$350K | 1.21% | 34 |
|
|
2020
Q4 | $3.11M | Buy |
26,564
+2,035
| +8% | +$238K | 1.2% | 33 |
|
|
2020
Q3 | $2.81M | Buy |
24,529
+905
| +4% | +$104K | 1.2% | 31 |
|
|
2020
Q2 | $2.54M | Buy |
23,624
+590
| +3% | +$63.4K | 1.14% | 32 |
|
|
2020
Q1 | $1.99M | Buy |
23,034
+1,115
| +5% | +$96.4K | 1.03% | 33 |
|
|
2019
Q4 | $2.44M | Buy |
21,919
+2,383
| +12% | +$265K | 1.03% | 35 |
|
|
2019
Q3 | $1.96M | Buy |
19,536
+3,107
| +19% | +$311K | 0.88% | 39 |
|
|
2019
Q2 | $1.64M | Buy |
16,429
+9,040
| +122% | +$902K | 0.76% | 42 |
|
|
2019
Q1 | $694K | Buy |
+7,389
| New | +$694K | 0.33% | 80 |
|