Grove 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 | $259K | Sell |
1,185
-44
| -4% | -$9.62K | 0.03% | 221 |
|
|
2025
Q1 | $300K | Hold |
1,229
| – | – | 0.04% | 192 |
|
|
2024
Q4 | $261K | Buy |
1,229
+112
| +10% | +$23.8K | 0.04% | 199 |
|
|
2024
Q3 | $249K | Buy |
1,117
+105
| +10% | +$23.4K | 0.04% | 201 |
|
|
2024
Q2 | $213K | Sell |
1,012
-22
| -2% | -$4.64K | 0.03% | 208 |
|
|
2024
Q1 | $213K | Hold |
1,034
| – | – | 0.04% | 219 |
|
|
2023
Q4 | $196K | Sell |
1,034
-45
| -4% | -$8.53K | 0.04% | 221 |
|
|
2023
Q3 | $205K | Buy |
1,079
+146
| +16% | +$27.8K | 0.04% | 207 |
|
|
2023
Q2 | $175K | Sell |
933
-25
| -3% | -$4.7K | 0.04% | 225 |
|
|
2023
Q1 | $160K | Buy |
958
+25
| +3% | +$4.16K | 0.03% | 234 |
|
|
2022
Q4 | $154K | Buy |
+933
| New | +$154K | 0.03% | 232 |
|
|
2018
Q1 | – | Sell |
-2,040
| Closed | -$166K | – | 345 |
|
|
2017
Q4 | $166K | Buy |
2,040
+51
| +3% | +$4.15K | 0.07% | 175 |
|
|
2017
Q3 | $167K | Buy |
1,989
+386
| +24% | +$32.4K | 0.08% | 176 |
|
|
2017
Q2 | $125K | Buy |
1,603
+85
| +6% | +$6.63K | 0.08% | 174 |
|
|
2017
Q1 | $112K | Sell |
1,518
-275
| -15% | -$20.3K | 0.09% | 152 |
|
|
2016
Q4 | $121K | Buy |
1,793
+165
| +10% | +$11.1K | 0.09% | 142 |
|
|
2016
Q3 | $109K | Buy |
1,628
+221
| +16% | +$14.8K | 0.09% | 120 |
|
|
2016
Q2 | $96K | Buy |
1,407
+9
| +0.6% | +$614 | 0.09% | 122 |
|
|
2016
Q1 | $85K | Buy |
1,398
+226
| +19% | +$13.7K | 0.08% | 127 |
|
|
2015
Q4 | $65K | Buy |
+1,172
| New | +$65K | 0.06% | 155 |
|