First Citizens 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 | $2.39M | Sell |
10,925
-4,017
| -27% | -$878K | 0.04% | 167 |
|
|
2025
Q1 | $3.65M | Sell |
14,942
-788
| -5% | -$192K | 0.09% | 132 |
|
|
2024
Q4 | $3.34M | Sell |
15,730
-403
| -2% | -$85.6K | 0.06% | 136 |
|
|
2024
Q3 | $3.6M | Sell |
16,133
-574
| -3% | -$128K | 0.08% | 140 |
|
|
2024
Q2 | $3.52M | Buy |
16,707
+450
| +3% | +$94.8K | 0.07% | 131 |
|
|
2024
Q1 | $3.35M | Buy |
16,257
+14,305
| +733% | +$2.95M | 0.06% | 143 |
|
|
2023
Q4 | $370K | Buy |
1,952
+96
| +5% | +$18.2K | 0.01% | 279 |
|
|
2023
Q3 | $353K | Buy |
1,856
+388
| +26% | +$73.8K | 0.01% | 273 |
|
|
2023
Q2 | $276K | Buy |
1,468
+89
| +6% | +$16.7K | 0.01% | 303 |
|
|
2023
Q1 | $230K | Hold |
1,379
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $228K | Sell |
1,379
-80
| -5% | -$13.2K | 0.01% | 293 |
|
|
2022
Q3 | $218K | Buy |
+1,459
| New | +$218K | 0.01% | 287 |
|
|
2022
Q2 | – | Sell |
-1,440
| Closed | -$245K | – | 429 |
|
|
2022
Q1 | $245K | Buy |
1,440
+96
| +7% | +$16.3K | 0.01% | 361 |
|
|
2021
Q4 | $234K | Buy |
+1,344
| New | +$234K | 0.01% | 375 |
|
|
2013
Q4 | – | Sell |
-51,932
| Closed | -$2.26M | – | 624 |
|
|
2013
Q3 | $2.26M | Buy |
51,932
+1,540
| +3% | +$67.1K | 0.09% | 219 |
|
|
2013
Q2 | $2.01M | Buy |
+50,392
| New | +$2.01M | 0.08% | 222 |
|