MNBTD
Moody National Bank Trust Division’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
12,140
-348
| -3% | -$76.1K | 0.24% | 79 |
|
|
2025
Q1 | $3.05M | Buy |
12,488
+83
| +0.7% | +$20.3K | 0.32% | 59 |
|
|
2024
Q4 | $2.63M | Sell |
12,405
-658
| -5% | -$140K | 0.28% | 69 |
|
|
2024
Q3 | $2.91M | Sell |
13,063
-1,484
| -10% | -$331K | 0.31% | 66 |
|
|
2024
Q2 | $3.07M | Buy |
14,547
+17
| +0.1% | +$3.58K | 0.24% | 48 |
|
|
2024
Q1 | $2.99M | Sell |
14,530
-114
| -0.8% | -$23.5K | 0.24% | 51 |
|
|
2023
Q4 | $2.77M | Sell |
14,644
-7,165
| -33% | -$1.36M | 0.22% | 59 |
|
|
2023
Q3 | $4.15M | Buy |
21,809
+3,603
| +20% | +$686K | 0.27% | 48 |
|
|
2023
Q2 | $3.42M | Buy |
18,206
+304
| +2% | +$57.2K | 0.23% | 58 |
|
|
2023
Q1 | $2.98M | Sell |
17,902
-19
| -0.1% | -$3.16K | 0.26% | 67 |
|
|
2022
Q4 | $2.97M | Sell |
17,921
-19
| -0.1% | -$3.15K | 0.26% | 61 |
|
|
2022
Q3 | $2.68M | Hold |
17,940
| – | – | 0.28% | 64 |
|
|
2022
Q2 | $2.79M | Sell |
17,940
-7,606
| -30% | -$1.18M | 0.29% | 61 |
|
|
2022
Q1 | $4.35M | Sell |
25,546
-1,804
| -7% | -$307K | 0.14% | 44 |
|
|
2021
Q4 | $4.75M | Sell |
27,350
-124,237
| -82% | -$21.6M | 0.14% | 54 |
|
|
2021
Q3 | $23M | Sell |
151,587
-63
| -0% | -$9.54K | 0.34% | 23 |
|
|
2021
Q2 | $21.3M | Sell |
151,650
-621
| -0.4% | -$87.4K | 0.44% | 24 |
|
|
2021
Q1 | $18.5M | Sell |
152,271
-98
| -0.1% | -$11.9K | 0.44% | 28 |
|
|
2020
Q4 | $17.8M | Sell |
152,369
-45,512
| -23% | -$5.32M | 0.46% | 33 |
|
|
2020
Q3 | $22.7M | Sell |
197,881
-20
| -0% | -$2.29K | 0.7% | 20 |
|
|
2020
Q2 | $21.2M | Buy |
197,901
+515
| +0.3% | +$55.3K | 0.66% | 20 |
|
|
2020
Q1 | $17.1M | Sell |
197,386
-55
| -0% | -$4.76K | 0.6% | 20 |
|
|
2019
Q4 | $22M | Sell |
197,441
-30
| -0% | -$3.34K | 0.58% | 16 |
|
|
2019
Q3 | $19.8M | Hold |
197,471
| – | – | 0.56% | 18 |
|
|
2019
Q2 | $19.7M | Hold |
197,471
| – | – | 0.56% | 19 |
|
|
2019
Q1 | $18.5M | Sell |
197,471
-50
| -0% | -$4.7K | 0.51% | 21 |
|
|
2018
Q4 | $15.8M | Buy |
197,521
+324
| +0.2% | +$25.8K | 0.45% | 24 |
|
|
2018
Q3 | $16.3M | Buy |
197,197
+184,355
| +1,436% | +$15.2M | 0.41% | 28 |
|
|
2018
Q2 | $1.05M | Hold |
12,842
| – | – | 0.05% | 65 |
|
|
2018
Q1 | $1.06M | Sell |
12,842
-600
| -4% | -$49.5K | 0.05% | 66 |
|
|
2017
Q4 | $1.09M | Sell |
13,442
-310
| -2% | -$25.2K | 0.05% | 66 |
|
|
2017
Q3 | $1.15M | Sell |
13,752
-4,875
| -26% | -$409K | 0.06% | 58 |
|
|
2017
Q2 | $1.45M | Hold |
18,627
| – | – | 0.07% | 57 |
|
|
2017
Q1 | $1.38M | Sell |
18,627
-3,235
| -15% | -$239K | 0.07% | 57 |
|
|
2016
Q4 | $1.48M | Hold |
21,862
| – | – | 0.07% | 52 |
|
|
2016
Q3 | $1.47M | Sell |
21,862
-25
| -0.1% | -$1.68K | 0.08% | 47 |
|
|
2016
Q2 | $1.5M | Hold |
21,887
| – | – | 0.09% | 46 |
|
|
2016
Q1 | $1.33M | Hold |
21,887
| – | – | 0.09% | 47 |
|
|
2015
Q4 | $1.21M | Hold |
21,887
| – | – | 0.09% | 51 |
|
|
2015
Q3 | $1.14M | Hold |
21,887
| – | – | 0.09% | 50 |
|
|
2015
Q2 | $1.24M | Hold |
21,887
| – | – | 0.09% | 49 |
|
|
2015
Q1 | $1.23M | Buy |
21,887
+212
| +1% | +$11.9K | 0.1% | 50 |
|
|
2014
Q4 | $1.24M | Sell |
21,675
-100
| -0.5% | -$5.72K | 0.08% | 59 |
|
|
2014
Q3 | $1.14M | Hold |
21,775
| – | – | 0.08% | 61 |
|
|
2014
Q2 | $1.13M | Hold |
21,775
| – | – | 0.08% | 59 |
|
|
2014
Q1 | $1.07M | Hold |
21,775
| – | – | 0.07% | 61 |
|
|
2013
Q4 | $1.05M | Sell |
21,775
-50
| -0.2% | -$2.42K | 0.07% | 65 |
|
|
2013
Q3 | $951K | Sell |
21,825
-800
| -4% | -$34.9K | 0.07% | 62 |
|
|
2013
Q2 | $903K | Buy |
+22,625
| New | +$903K | 0.07% | 65 |
|