Umpqua 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 | $368K | Buy |
1,726
+218
| +14% | +$46.5K | 0.11% | 128 |
|
|
2025
Q1 | $368K | Buy |
1,508
+78
| +5% | +$19K | 0.13% | 117 |
|
|
2024
Q4 | $305K | Buy |
1,430
+20
| +1% | +$4.27K | 0.11% | 124 |
|
|
2024
Q3 | $315K | Buy |
1,410
+30
| +2% | +$6.69K | 0.12% | 125 |
|
|
2024
Q2 | $291K | Sell |
1,380
-15
| -1% | -$3.16K | 0.11% | 123 |
|
|
2024
Q1 | $287K | Buy |
+1,395
| New | +$287K | 0.12% | 119 |
|