Mechanics Bank - Trust Department’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.31M | Sell |
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|
2025
Q2 | $3.73M | Sell |
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|
2025
Q1 | $4.2M | Sell |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.89M | Sell |
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|
2024
Q2 | $3.73M | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.52M | Buy |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.28M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.8M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $717K | Buy |
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|
2019
Q4 | $845K | Sell |
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|
2019
Q3 | $789K | Buy |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $439K | Hold |
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|
2018
Q3 | $455K | Hold |
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|
2018
Q2 | $451K | Hold |
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|
2018
Q1 | $454K | Hold |
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|
2017
Q4 | $448K | Hold |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $429K | Hold |
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|
2017
Q1 | $406K | Hold |
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|
2016
Q4 | $372K | Hold |
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|
2016
Q3 | $370K | Hold |
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|
2016
Q2 | $377K | Hold |
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|
2016
Q1 | $334K | Hold |
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|
2015
Q4 | $305K | Hold |
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|
2015
Q3 | $287K | Hold |
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|
2015
Q2 | $312K | Hold |
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|
2015
Q1 | $308K | Hold |
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|
2014
Q4 | $315K | Sell |
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|
2014
Q3 | $593K | Hold |
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|
2014
Q2 | $587K | Hold |
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|
2014
Q1 | $559K | Hold |
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|
2013
Q4 | $548K | Hold |
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|
2013
Q3 | $494K | Hold |
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|
2013
Q2 | $453K | Buy |
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