Riverview Trust Company’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 | $87.5K | Sell |
400
-710
| -64% | -$155K | 0.11% | 100 |
|
|
2025
Q1 | $271K | Sell |
1,110
-12
| -1% | -$2.93K | 0.27% | 66 |
|
|
2024
Q4 | $238K | Buy |
1,122
+6
| +0.5% | +$1.27K | 0.22% | 77 |
|
|
2024
Q3 | $249K | Buy |
1,116
+6
| +0.5% | +$1.34K | 0.22% | 79 |
|
|
2024
Q2 | $234K | Hold |
1,110
| – | – | 0.22% | 75 |
|
|
2024
Q1 | $229K | Hold |
1,110
| – | – | 0.18% | 86 |
|
|
2023
Q4 | $210K | Hold |
1,110
| – | – | 0.21% | 95 |
|
|
2023
Q3 | $211K | Sell |
1,110
-15
| -1% | -$2.86K | 0.19% | 90 |
|
|
2023
Q2 | $212K | Hold |
1,125
| – | – | 0.19% | 81 |
|
|
2023
Q1 | $187K | Hold |
1,125
| – | – | 0.17% | 93 |
|
|
2022
Q4 | $186K | Buy |
1,125
+210
| +23% | +$34.7K | 0.18% | 95 |
|
|
2022
Q3 | $137K | Hold |
915
| – | – | 0.13% | 114 |
|
|
2022
Q2 | $142K | Buy |
915
+113
| +14% | +$17.5K | 0.12% | 119 |
|
|
2022
Q1 | $137K | Buy |
802
+402
| +101% | +$68.7K | 0.1% | 121 |
|
|
2021
Q4 | $70 | Hold |
400
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $61K | Hold |
400
| – | – | 0.06% | 143 |
|
|
2021
Q2 | $56K | Hold |
400
| – | – | 0.06% | 148 |
|
|
2021
Q1 | $49K | Hold |
400
| – | – | 0.05% | 149 |
|
|
2020
Q4 | $47K | Hold |
400
| – | – | 0.05% | 150 |
|
|
2020
Q3 | $46K | Hold |
400
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $43K | Hold |
400
| – | – | 0.04% | 157 |
|
|
2020
Q1 | $35K | Hold |
400
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $45K | Hold |
400
| – | – | 0.03% | 174 |
|
|
2019
Q3 | $40K | Hold |
400
| – | – | 0.03% | 178 |
|
|
2019
Q2 | $40K | Hold |
400
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $38K | Hold |
400
| – | – | 0.03% | 176 |
|
|
2018
Q4 | $32K | Buy |
+400
| New | +$32K | 0.03% | 182 |
|