FNBOMD
First National Bank of Mount Dora’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
17,020
-272
| -2% | -$59.5K | 0.84% | 43 |
|
|
2025
Q1 | $4.22M | Sell |
17,292
-7,585
| -30% | -$1.85M | 1.03% | 37 |
|
|
2024
Q4 | $5.28M | Buy |
24,877
+211
| +0.9% | +$44.8K | 1.24% | 34 |
|
|
2024
Q3 | $5.5M | Buy |
24,666
+1,056
| +4% | +$236K | 1.25% | 31 |
|
|
2024
Q2 | $4.98M | Sell |
23,610
-33
| -0.1% | -$6.95K | 1.2% | 29 |
|
|
2024
Q1 | $4.87M | Buy |
23,643
+1,739
| +8% | +$358K | 1.19% | 35 |
|
|
2023
Q4 | $4.15M | Buy |
21,904
+1,633
| +8% | +$309K | 1.11% | 38 |
|
|
2023
Q3 | $3.86M | Buy |
20,271
+2,427
| +14% | +$462K | 1.14% | 36 |
|
|
2023
Q2 | $3.36M | Buy |
+17,844
| New | +$3.36M | 0.95% | 44 |
|