TAM
Trust Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
5,662
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $1.38M | Sell |
5,662
-15
| -0.3% | -$3.66K | 0.11% | 69 |
|
|
2024
Q4 | $1.21M | Hold |
5,677
| – | – | 0.09% | 77 |
|
|
2024
Q3 | $1.27M | Hold |
5,677
| – | – | 0.1% | 77 |
|
|
2024
Q2 | $1.2M | Hold |
5,677
| – | – | 0.1% | 76 |
|
|
2024
Q1 | $1.17M | Hold |
5,677
| – | – | 0.1% | 78 |
|
|
2023
Q4 | $1.08M | Hold |
5,677
| – | – | 0.1% | 78 |
|
|
2023
Q3 | $1.08M | Hold |
5,677
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $1.07M | Hold |
5,677
| – | – | 0.11% | 70 |
|
|
2023
Q1 | $946K | Buy |
5,677
+11
| +0.2% | +$1.83K | 0.11% | 76 |
|
|
2022
Q4 | $938K | Hold |
5,666
| – | – | 0.12% | 73 |
|
|
2022
Q3 | $846K | Buy |
5,666
+376
| +7% | +$56.1K | 0.12% | 71 |
|
|
2022
Q2 | $821K | Buy |
5,290
+210
| +4% | +$32.6K | 0.11% | 71 |
|
|
2022
Q1 | $866K | Buy |
5,080
+164
| +3% | +$28K | 0.11% | 77 |
|
|
2021
Q4 | $854K | Hold |
4,916
| – | – | 0.11% | 80 |
|
|
2021
Q3 | $744K | Buy |
4,916
+326
| +7% | +$49.3K | 0.1% | 86 |
|
|
2021
Q2 | $646K | Buy |
4,590
+501
| +12% | +$70.5K | 0.09% | 92 |
|
|
2021
Q1 | $498K | Buy |
4,089
+725
| +22% | +$88.3K | 0.07% | 101 |
|
|
2020
Q4 | $394K | Buy |
3,364
+785
| +30% | +$91.9K | 0.06% | 103 |
|
|
2020
Q3 | $296K | Buy |
+2,579
| New | +$296K | 0.05% | 88 |
|