Glenview 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 | $852K | Buy |
3,897
+379
| +11% | +$82.9K | 0.01% | 299 |
|
|
2025
Q1 | $858K | Buy |
3,518
+1,088
| +45% | +$266K | 0.02% | 285 |
|
|
2024
Q4 | $516K | Buy |
2,430
+9
| +0.4% | +$1.91K | 0.01% | 347 |
|
|
2024
Q3 | $540K | Buy |
2,421
+158
| +7% | +$35.2K | 0.01% | 346 |
|
|
2024
Q2 | $477K | Sell |
2,263
-22
| -1% | -$4.64K | 0.01% | 357 |
|
|
2024
Q1 | $471K | Buy |
2,285
+51
| +2% | +$10.5K | 0.01% | 355 |
|
|
2023
Q4 | $423K | Buy |
2,234
+879
| +65% | +$167K | 0.01% | 361 |
|
|
2023
Q3 | $258K | Sell |
1,355
-26
| -2% | -$4.95K | 0.01% | 404 |
|
|
2023
Q2 | $260K | Hold |
1,381
| – | – | 0.01% | 406 |
|
|
2023
Q1 | $230K | Hold |
1,381
| – | – | 0.01% | 415 |
|
|
2022
Q4 | $229K | Sell |
1,381
-34
| -2% | -$5.63K | 0.01% | 406 |
|
|
2022
Q3 | $211K | Buy |
1,415
+34
| +2% | +$5.07K | 0.01% | 391 |
|
|
2022
Q2 | $214K | Buy |
+1,381
| New | +$214K | 0.01% | 392 |
|
|
2020
Q2 | – | Sell |
-4,302
| Closed | -$372K | – | 333 |
|
|
2020
Q1 | $372K | Sell |
4,302
-86
| -2% | -$7.44K | 0.03% | 238 |
|
|
2019
Q4 | $489K | Buy |
4,388
+86
| +2% | +$9.58K | 0.03% | 235 |
|
|
2019
Q3 | $431K | Sell |
4,302
-110
| -2% | -$11K | 0.03% | 253 |
|
|
2019
Q2 | $441K | Buy |
4,412
+100
| +2% | +$10K | 0.03% | 245 |
|
|
2019
Q1 | $405K | Sell |
4,312
-700
| -14% | -$65.7K | 0.03% | 256 |
|
|
2018
Q4 | $399K | Buy |
5,012
+700
| +16% | +$55.7K | 0.03% | 245 |
|
|
2018
Q3 | $357K | Sell |
4,312
-50
| -1% | -$4.14K | 0.02% | 267 |
|
|
2018
Q2 | $358K | Buy |
+4,362
| New | +$358K | 0.03% | 241 |
|
|
2018
Q1 | – | Sell |
-2,571
| Closed | -$209K | – | 332 |
|
|
2017
Q4 | $209K | Sell |
2,571
-1,011
| -28% | -$82.2K | 0.01% | 323 |
|
|
2017
Q3 | $300K | Hold |
3,582
| – | – | 0.02% | 280 |
|
|
2017
Q2 | $279K | Buy |
3,582
+50
| +1% | +$3.89K | 0.02% | 278 |
|
|
2017
Q1 | $261K | Buy |
3,532
+192
| +6% | +$14.2K | 0.02% | 282 |
|
|
2016
Q4 | $226K | Buy |
+3,340
| New | +$226K | 0.02% | 288 |
|
|
2015
Q4 | $201K | Buy |
+3,625
| New | +$201K | 0.02% | 246 |
|
|
2014
Q4 | $260K | Buy |
+4,535
| New | +$260K | 0.03% | 202 |
|