NBT 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 | $5.21M | Sell |
23,822
-1,483
| -6% | -$324K | 0.36% | 76 |
|
|
2025
Q1 | $6.18M | Sell |
25,305
-3,343
| -12% | -$816K | 0.45% | 58 |
|
|
2024
Q4 | $6.09M | Sell |
28,648
-784
| -3% | -$167K | 0.42% | 59 |
|
|
2024
Q3 | $6.57M | Sell |
29,432
-1,619
| -5% | -$361K | 0.44% | 59 |
|
|
2024
Q2 | $6.54M | Sell |
31,051
-681
| -2% | -$144K | 0.47% | 56 |
|
|
2024
Q1 | $6.54M | Sell |
31,732
-429
| -1% | -$88.4K | 0.48% | 52 |
|
|
2023
Q4 | $6.09M | Sell |
32,161
-110
| -0.3% | -$20.8K | 0.48% | 51 |
|
|
2023
Q3 | $6.14M | Buy |
32,271
+30,306
| +1,542% | +$5.77M | 0.59% | 42 |
|
|
2023
Q2 | $370K | Sell |
1,965
-583
| -23% | -$110K | 0.05% | 196 |
|
|
2023
Q1 | $424K | Buy |
2,548
+246
| +11% | +$41K | 0.06% | 185 |
|
|
2022
Q4 | $381K | Sell |
2,302
-575
| -20% | -$95.2K | 0.06% | 191 |
|
|
2022
Q3 | $430K | Sell |
2,877
-56
| -2% | -$8.37K | 0.07% | 172 |
|
|
2022
Q2 | $456K | Buy |
2,933
+1,136
| +63% | +$177K | 0.07% | 169 |
|
|
2022
Q1 | $306K | Buy |
1,797
+19
| +1% | +$3.24K | 0.04% | 198 |
|
|
2021
Q4 | $309K | Hold |
1,778
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $270K | Buy |
1,778
+129
| +8% | +$19.6K | 0.04% | 215 |
|
|
2021
Q2 | $232K | Hold |
1,649
| – | – | 0.03% | 225 |
|
|
2021
Q1 | $201K | Buy |
+1,649
| New | +$201K | 0.03% | 237 |
|