TPI
Trust Point Inc’s Marsh & McLennan MMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $432K | Buy |
1,976
+155
| +9% | +$33.9K | 0.04% | 216 |
|
2025
Q1 | $444K | Sell |
1,821
-1,184
| -39% | -$289K | 0.04% | 243 |
|
2024
Q4 | $638K | Buy |
3,005
+95
| +3% | +$20.2K | 0.04% | 240 |
|
2024
Q3 | $649K | Sell |
2,910
-108
| -4% | -$24.1K | 0.05% | 235 |
|
2024
Q2 | $636K | Sell |
3,018
-899
| -23% | -$189K | 0.05% | 227 |
|
2024
Q1 | $807K | Sell |
3,917
-1,279
| -25% | -$263K | 0.06% | 192 |
|
2023
Q4 | $984K | Buy |
+5,196
| New | +$984K | 0.08% | 134 |
|