Sageworth Trust’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $790K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $34.6K | Sell |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $26K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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