Sabal 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
Q1 | $26.9M | Buy |
+110,182
| New | +$26.9M | 1.49% | 28 |
|
|
2024
Q4 | – | Sell |
-949
| Closed | -$212K | – | 239 |
|
|
2024
Q3 | $212K | Buy |
+949
| New | +$212K | 0.01% | 224 |
|
|
2024
Q2 | – | Sell |
-1,021
| Closed | -$210K | – | 221 |
|
|
2024
Q1 | $210K | Buy |
+1,021
| New | +$210K | 0.01% | 210 |
|
|
2018
Q2 | – | Sell |
-3,533
| Closed | -$292K | – | 157 |
|
|
2018
Q1 | $292K | Buy |
+3,533
| New | +$292K | 0.03% | 134 |
|