UMB Bank’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 | $9.99M | Buy |
45,678
+6,922
| +18% | +$1.51M | 0.16% | 110 |
|
|
2025
Q1 | $9.46M | Buy |
38,756
+36,891
| +1,978% | +$9M | 0.16% | 113 |
|
|
2024
Q4 | $396K | Buy |
1,865
+393
| +27% | +$83.5K | 0.01% | 436 |
|
|
2024
Q3 | $328K | Sell |
1,472
-56
| -4% | -$12.5K | 0.01% | 479 |
|
|
2024
Q2 | $322K | Buy |
1,528
+180
| +13% | +$37.9K | 0.01% | 465 |
|
|
2024
Q1 | $278K | Buy |
1,348
+5
| +0.4% | +$1.03K | ﹤0.01% | 502 |
|
|
2023
Q4 | $254K | Sell |
1,343
-22
| -2% | -$4.17K | ﹤0.01% | 531 |
|
|
2023
Q3 | $260K | Buy |
1,365
+76
| +6% | +$14.5K | ﹤0.01% | 512 |
|
|
2023
Q2 | $242K | Buy |
1,289
+14
| +1% | +$2.63K | ﹤0.01% | 540 |
|
|
2023
Q1 | $212K | Sell |
1,275
-17
| -1% | -$2.83K | ﹤0.01% | 563 |
|
|
2022
Q4 | $214K | Sell |
1,292
-451
| -26% | -$74.7K | ﹤0.01% | 568 |
|
|
2022
Q3 | $260K | Sell |
1,743
-17
| -1% | -$2.54K | ﹤0.01% | 544 |
|
|
2022
Q2 | $273K | Hold |
1,760
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $300K | Sell |
1,760
-160
| -8% | -$27.3K | ﹤0.01% | 574 |
|
|
2021
Q4 | $334K | Buy |
+1,920
| New | +$334K | ﹤0.01% | 567 |
|
|
2021
Q1 | – | Sell |
-10,756
| Closed | -$1.26M | – | 363 |
|
|
2020
Q4 | $1.26M | Sell |
10,756
-4,177
| -28% | -$489K | 0.03% | 206 |
|
|
2020
Q3 | $1.6M | Hold |
14,933
| – | – | 0.05% | 186 |
|
|
2020
Q2 | $1.6M | Sell |
14,933
-23
| -0.2% | -$2.47K | 0.05% | 186 |
|
|
2020
Q1 | $1.29M | Buy |
14,956
+135
| +0.9% | +$11.7K | 0.05% | 192 |
|
|
2019
Q4 | $1.65M | Buy |
+14,821
| New | +$1.65M | 0.05% | 188 |
|