HTLF Bank’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $259K | Sell |
1,219
-80
| -6% | -$17K | 0.03% | 185 |
|
2024
Q3 | $290K | Sell |
1,299
-300
| -19% | -$66.9K | 0.03% | 176 |
|
2024
Q2 | $337K | Sell |
1,599
-2
| -0.1% | -$421 | 0.04% | 170 |
|
2024
Q1 | $330K | Buy |
1,601
+134
| +9% | +$27.6K | 0.04% | 176 |
|
2023
Q4 | $278K | Buy |
+1,467
| New | +$278K | 0.03% | 182 |
|