Missouri Trust & Investment Company’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 | $712K | Sell |
3,255
-55
| -2% | -$12K | 0.23% | 79 |
|
|
2025
Q1 | $808K | Sell |
3,310
-407
| -11% | -$99.3K | 0.28% | 69 |
|
|
2024
Q4 | $790K | Sell |
3,717
-148
| -4% | -$31.4K | 0.28% | 75 |
|
|
2024
Q3 | $862K | Sell |
3,865
-268
| -6% | -$59.8K | 0.3% | 69 |
|
|
2024
Q2 | $871K | Sell |
4,133
-3,503
| -46% | -$738K | 0.33% | 65 |
|
|
2024
Q1 | $1.57M | Sell |
7,636
-412
| -5% | -$84.9K | 0.61% | 36 |
|
|
2023
Q4 | $1.52M | Buy |
8,048
+211
| +3% | +$40K | 0.62% | 33 |
|
|
2023
Q3 | $1.49M | Buy |
7,837
+2,122
| +37% | +$404K | 0.67% | 29 |
|
|
2023
Q2 | $1.07M | Sell |
5,715
-118
| -2% | -$22.2K | 0.61% | 39 |
|
|
2023
Q1 | $971K | Sell |
5,833
-750
| -11% | -$125K | 0.63% | 39 |
|
|
2022
Q4 | $1.09M | Buy |
6,583
+685
| +12% | +$113K | 0.65% | 34 |
|
|
2022
Q3 | $881K | Sell |
5,898
-227
| -4% | -$33.9K | 0.58% | 39 |
|
|
2022
Q2 | $951K | Buy |
6,125
+275
| +5% | +$42.7K | 0.62% | 37 |
|
|
2022
Q1 | $997K | Buy |
5,850
+1,775
| +44% | +$303K | 0.58% | 42 |
|
|
2021
Q4 | $708K | Buy |
+4,075
| New | +$708K | 0.41% | 58 |
|