TTWM
TCV Trust & Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,585
| Closed | -$387K | – | 216 |
|
|
2025
Q1 | $387K | Hold |
1,585
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $337K | Hold |
1,585
| – | – | 0.03% | 159 |
|
|
2024
Q3 | $354K | Hold |
1,585
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $334K | Hold |
1,585
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $326K | Hold |
1,585
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $300K | Hold |
1,585
| – | – | 0.03% | 162 |
|
|
2023
Q3 | $302K | Hold |
1,585
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $298K | Sell |
1,585
-209
| -12% | -$39.3K | 0.03% | 162 |
|
|
2023
Q1 | $299K | Buy |
1,794
+346
| +24% | +$57.6K | 0.03% | 159 |
|
|
2022
Q4 | $240K | Sell |
1,448
-19
| -1% | -$3.14K | 0.03% | 173 |
|
|
2022
Q3 | $219K | Buy |
1,467
+16
| +1% | +$2.39K | 0.03% | 174 |
|
|
2022
Q2 | $225K | Hold |
1,451
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $247K | Hold |
1,451
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $252K | Buy |
1,451
+19
| +1% | +$3.3K | 0.03% | 186 |
|
|
2021
Q3 | $217K | Buy |
+1,432
| New | +$217K | 0.02% | 183 |
|