PBT
Pictet Bank & Trust’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Hold |
8,395
| – | – | 2.15% | 20 |
|
|
2025
Q1 | $2.05M | Buy |
8,395
+1,699
| +25% | +$415K | 2.5% | 15 |
|
|
2024
Q4 | $1.42M | Buy |
+6,696
| New | +$1.42M | 1.42% | 24 |
|
|
2017
Q3 | – | Sell |
-18,650
| Closed | -$1.45M | – | 93 |
|
|
2017
Q2 | $1.45M | Buy |
+18,650
| New | +$1.45M | 0.46% | 43 |
|