Parkside Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,938
+402
| +26% | +$87.9K | 0.05% | 272 |
|
|
2025
Q1 | $375K | Buy |
1,536
+258
| +20% | +$63K | 0.05% | 261 |
|
|
2024
Q4 | $271K | Buy |
1,278
+92
| +8% | +$19.5K | 0.04% | 314 |
|
|
2024
Q3 | $265K | Buy |
1,186
+30
| +3% | +$6.69K | 0.04% | 309 |
|
|
2024
Q2 | $244K | Buy |
1,156
+23
| +2% | +$4.85K | 0.04% | 314 |
|
|
2024
Q1 | $233K | Buy |
1,133
+73
| +7% | +$15K | 0.04% | 325 |
|
|
2023
Q4 | $201K | Sell |
1,060
-32
| -3% | -$6.06K | 0.04% | 305 |
|
|
2023
Q3 | $208K | Buy |
1,092
+114
| +12% | +$21.7K | 0.05% | 255 |
|
|
2023
Q2 | $184K | Buy |
978
+34
| +4% | +$6.4K | 0.04% | 277 |
|
|
2023
Q1 | $157K | Buy |
944
+34
| +4% | +$5.66K | 0.04% | 281 |
|
|
2022
Q4 | $151K | Buy |
910
+103
| +13% | +$17K | 0.04% | 282 |
|
|
2022
Q3 | $120K | Buy |
807
+81
| +11% | +$12K | 0.04% | 297 |
|
|
2022
Q2 | $113K | Buy |
726
+102
| +16% | +$15.9K | 0.03% | 311 |
|
|
2022
Q1 | $107K | Sell |
624
-71
| -10% | -$12.2K | 0.03% | 346 |
|
|
2021
Q4 | $121K | Buy |
695
+8
| +1% | +$1.39K | 0.03% | 327 |
|
|
2021
Q3 | $104K | Buy |
687
+150
| +28% | +$22.7K | 0.03% | 317 |
|
|
2021
Q2 | $76K | Buy |
537
+21
| +4% | +$2.97K | 0.02% | 386 |
|
|
2021
Q1 | $63K | Buy |
516
+19
| +4% | +$2.32K | 0.02% | 419 |
|
|
2020
Q4 | $59K | Buy |
497
+27
| +6% | +$3.21K | 0.02% | 421 |
|
|
2020
Q3 | $54K | Buy |
470
+5
| +1% | +$574 | 0.02% | 405 |
|
|
2020
Q2 | $50K | Sell |
465
-13
| -3% | -$1.4K | 0.02% | 419 |
|
|
2020
Q1 | $41K | Sell |
478
-12
| -2% | -$1.03K | 0.02% | 406 |
|
|
2019
Q4 | $55K | Buy |
490
+35
| +8% | +$3.93K | 0.02% | 419 |
|
|
2019
Q3 | $46K | Hold |
455
| – | – | 0.01% | 427 |
|
|
2019
Q2 | $45K | Buy |
455
+41
| +10% | +$4.06K | 0.01% | 426 |
|
|
2019
Q1 | $39K | Buy |
414
+33
| +9% | +$3.11K | 0.01% | 427 |
|
|
2018
Q4 | $30K | Buy |
381
+140
| +58% | +$11K | 0.01% | 470 |
|
|
2018
Q3 | $20K | Sell |
241
-26
| -10% | -$2.16K | 0.01% | 608 |
|
|
2018
Q2 | $22K | Buy |
267
+40
| +18% | +$3.3K | 0.01% | 558 |
|
|
2018
Q1 | $19K | Hold |
227
| – | – | 0.01% | 583 |
|
|
2017
Q4 | $19K | Buy |
227
+22
| +11% | +$1.84K | 0.01% | 587 |
|
|
2017
Q3 | $17K | Buy |
205
+5
| +3% | +$415 | 0.01% | 601 |
|
|
2017
Q2 | $16K | Buy |
200
+87
| +77% | +$6.96K | 0.01% | 611 |
|
|
2017
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 743 |
|
|
2016
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 751 |
|
|
2016
Q3 | $8K | Buy |
113
+13
| +13% | +$920 | ﹤0.01% | 769 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 758 |
|
|
2016
Q1 | $6K | Buy |
100
+40
| +67% | +$2.4K | ﹤0.01% | 746 |
|
|
2015
Q4 | $3K | Buy |
60
+15
| +33% | +$750 | ﹤0.01% | 854 |
|
|
2015
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 923 |
|