Indiana Trust & Investment Management’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 | $33K | Hold |
151
| – | – | 0.01% | 315 |
|
2025
Q1 | $36.8K | Hold |
151
| – | – | 0.01% | 310 |
|
2024
Q4 | $32.1K | Buy |
151
+28
| +23% | +$5.95K | 0.01% | 317 |
|
2024
Q3 | $27.4K | Hold |
123
| – | – | 0.01% | 328 |
|
2024
Q2 | $25.9K | Buy |
123
+3
| +3% | +$632 | 0.01% | 319 |
|
2024
Q1 | $24.7K | Buy |
+120
| New | +$24.7K | 0.01% | 325 |
|