Independence Bank of Kentucky’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 | $160K | Buy |
731
+111
| +18% | +$24.3K | 0.02% | 303 |
|
|
2025
Q1 | $151K | Sell |
620
-242
| -28% | -$59.1K | 0.02% | 306 |
|
|
2024
Q4 | $183K | Hold |
862
| – | – | 0.03% | 291 |
|
|
2024
Q3 | $192K | Buy |
862
+21
| +2% | +$4.69K | 0.04% | 261 |
|
|
2024
Q2 | $177K | Buy |
841
+102
| +14% | +$21.5K | 0.05% | 243 |
|
|
2024
Q1 | $152K | Buy |
739
+44
| +6% | +$9.06K | 0.05% | 246 |
|
|
2023
Q4 | $132K | Buy |
695
+315
| +83% | +$59.7K | 0.05% | 236 |
|
|
2023
Q3 | $72.3K | Sell |
380
-75
| -16% | -$14.3K | 0.03% | 259 |
|
|
2023
Q2 | $85.6K | Sell |
455
-230
| -34% | -$43.3K | 0.03% | 243 |
|
|
2023
Q1 | $114K | Sell |
685
-470
| -41% | -$78.3K | 0.05% | 205 |
|
|
2022
Q4 | $191K | Sell |
1,155
-140
| -11% | -$23.2K | 0.09% | 157 |
|
|
2022
Q3 | $193K | Hold |
1,295
| – | – | 0.1% | 144 |
|
|
2022
Q2 | $201K | Sell |
1,295
-20
| -2% | -$3.1K | 0.09% | 149 |
|
|
2022
Q1 | $224K | Sell |
1,315
-425
| -24% | -$72.4K | 0.09% | 157 |
|
|
2021
Q4 | $302K | Sell |
1,740
-240
| -12% | -$41.7K | 0.12% | 129 |
|
|
2021
Q3 | $300K | Sell |
1,980
-1,660
| -46% | -$252K | 0.13% | 130 |
|
|
2021
Q2 | $512K | Sell |
3,640
-130
| -3% | -$18.3K | 0.23% | 97 |
|
|
2021
Q1 | $459K | Buy |
3,770
+200
| +6% | +$24.4K | 0.22% | 99 |
|
|
2020
Q4 | $418K | Hold |
3,570
| – | – | 0.22% | 101 |
|
|
2020
Q3 | $409K | Sell |
3,570
-250
| -7% | -$28.6K | 0.23% | 99 |
|
|
2020
Q2 | $410K | Hold |
3,820
| – | – | 0.27% | 87 |
|
|
2020
Q1 | $330K | Buy |
3,820
+3,570
| +1,428% | +$308K | 0.26% | 92 |
|
|
2019
Q4 | $28K | Sell |
250
-25
| -9% | -$2.8K | 0.02% | 245 |
|
|
2019
Q3 | $28K | Hold |
275
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $27K | Sell |
275
-25
| -8% | -$2.46K | 0.02% | 216 |
|
|
2019
Q1 | $28K | Sell |
300
-100
| -25% | -$9.33K | 0.02% | 217 |
|
|
2018
Q4 | $32K | Hold |
400
| – | – | 0.03% | 197 |
|
|
2018
Q3 | $33K | Hold |
400
| – | – | 0.03% | 211 |
|
|
2018
Q2 | $33K | Hold |
400
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $33K | Sell |
400
-125
| -24% | -$10.3K | 0.03% | 191 |
|
|
2017
Q4 | $43K | Buy |
+525
| New | +$43K | 0.04% | 174 |
|