Northwest Bank & Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $948K | Buy |
4,063
+40
| +1% | +$9.33K | 0.7% | 33 |
|
|
2024
Q3 | $897K | Buy |
4,023
+74
| +2% | +$16.5K | 0.68% | 39 |
|
|
2024
Q2 | $832K | Buy |
3,949
+131
| +3% | +$27.6K | 0.7% | 37 |
|
|
2024
Q1 | $761K | Sell |
3,818
-14
| -0.4% | -$2.79K | 0.7% | 40 |
|
|
2023
Q4 | $726K | Buy |
+3,832
| New | +$726K | 0.65% | 44 |
|
|
2023
Q2 | $709K | Buy |
+3,769
| New | +$709K | 0.68% | 47 |
|