Nicolet Bankshares’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 | $812K | Buy |
3,712
+686
| +23% | +$150K | 0.14% | 110 |
|
|
2025
Q1 | $738K | Sell |
3,026
-1,624
| -35% | -$396K | 0.15% | 104 |
|
|
2024
Q4 | $988K | Buy |
4,650
+205
| +5% | +$43.5K | 0.23% | 87 |
|
|
2024
Q3 | $992K | Buy |
4,445
+17
| +0.4% | +$3.79K | 0.24% | 87 |
|
|
2024
Q2 | $933K | Buy |
4,428
+511
| +13% | +$108K | 0.23% | 91 |
|
|
2024
Q1 | $807K | Buy |
3,917
+23
| +0.6% | +$4.74K | 0.2% | 105 |
|
|
2023
Q4 | $738K | Buy |
3,894
+376
| +11% | +$71.2K | 0.2% | 106 |
|
|
2023
Q3 | $669K | Sell |
3,518
-2,041
| -37% | -$388K | 0.21% | 100 |
|
|
2023
Q2 | $674K | Buy |
5,559
+1,734
| +45% | +$210K | 0.19% | 104 |
|
|
2023
Q1 | $259K | Buy |
3,825
+201
| +6% | +$13.6K | 0.08% | 168 |
|
|
2022
Q4 | $224K | Sell |
3,624
-556
| -13% | -$34.3K | 0.08% | 178 |
|
|
2022
Q3 | $624K | Buy |
4,180
+122
| +3% | +$18.2K | 0.18% | 96 |
|
|
2022
Q2 | $630K | Buy |
4,058
+703
| +21% | +$109K | 0.16% | 98 |
|
|
2022
Q1 | $571K | Buy |
3,355
+133
| +4% | +$22.6K | 0.12% | 111 |
|
|
2021
Q4 | $560K | Buy |
3,222
+1,243
| +63% | +$216K | 0.12% | 114 |
|
|
2021
Q3 | $300K | Hold |
1,979
| – | – | 0.08% | 163 |
|
|
2021
Q2 | $278K | Hold |
1,979
| – | – | 0.07% | 170 |
|
|
2021
Q1 | $241K | Hold |
1,979
| – | – | 0.07% | 182 |
|
|
2020
Q4 | $232K | Hold |
1,979
| – | – | 0.07% | 172 |
|
|
2020
Q3 | $227K | Hold |
1,979
| – | – | 0.08% | 163 |
|
|
2020
Q2 | $213K | Hold |
1,979
| – | – | 0.08% | 164 |
|
|
2020
Q1 | $171K | Hold |
1,979
| – | – | 0.08% | 156 |
|
|
2019
Q4 | $220K | Hold |
1,979
| – | – | 0.08% | 167 |
|
|
2019
Q3 | $198K | Buy |
+1,979
| New | +$198K | 0.08% | 172 |
|