First United 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 | $47.2K | Hold |
216
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $52.7K | Buy |
216
+11
| +5% | +$2.68K | 0.02% | 222 |
|
|
2024
Q4 | $43.5K | Hold |
205
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $45.7K | Hold |
205
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $43.2K | Hold |
205
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $42.2K | Sell |
205
-23
| -10% | -$4.74K | 0.02% | 254 |
|
|
2023
Q4 | $43.2K | Buy |
+228
| New | +$43.2K | 0.02% | 248 |
|