First National Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Sell |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $879K | Buy |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | $341K | Sell |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $449K | Sell |
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|
2019
Q2 | $496K | Sell |
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|
2019
Q1 | $478K | Sell |
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|
2018
Q4 | $450K | Sell |
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|
2018
Q3 | $476K | Sell |
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|
2018
Q2 | $513K | Sell |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $559K | Buy |
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|
2017
Q3 | $575K | Buy |
|
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $497K | Sell |
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|
2016
Q3 | $575K | Sell |
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|
2016
Q2 | $590K | Buy |
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|
2016
Q1 | $519K | Sell |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $424K | Buy |
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