Sanibel Captiva 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 | $9.39M | Buy |
42,966
+10
| +0% | +$2.19K | 0.29% | 81 |
|
|
2025
Q1 | $10.5M | Buy |
42,956
+39,000
| +986% | +$9.52M | 0.34% | 73 |
|
|
2024
Q4 | $840K | Buy |
3,956
+767
| +24% | +$163K | 0.03% | 234 |
|
|
2024
Q3 | $711K | Buy |
3,189
+110
| +4% | +$24.5K | 0.02% | 247 |
|
|
2024
Q2 | $649K | Buy |
3,079
+17
| +0.6% | +$3.58K | 0.02% | 244 |
|
|
2024
Q1 | $631K | Hold |
3,062
| – | – | 0.02% | 237 |
|
|
2023
Q4 | $580K | Buy |
+3,062
| New | +$580K | 0.02% | 231 |
|