Morton Community Bank’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 | $4.02M | Buy |
18,374
+606
| +3% | +$132K | 1% | 42 |
|
|
2025
Q1 | $4.34M | Sell |
17,768
-695
| -4% | -$170K | 1.14% | 24 |
|
|
2024
Q4 | $3.92M | Buy |
18,463
+140
| +0.8% | +$29.7K | 1.04% | 31 |
|
|
2024
Q3 | $4.09M | Sell |
18,323
-55
| -0.3% | -$12.3K | 1.07% | 29 |
|
|
2024
Q2 | $3.87M | Buy |
18,378
+884
| +5% | +$186K | 1.09% | 29 |
|
|
2024
Q1 | $3.6M | Buy |
17,494
+947
| +6% | +$195K | 1.04% | 32 |
|
|
2023
Q4 | $3.14M | Buy |
+16,547
| New | +$3.14M | 1.02% | 32 |
|