Union Savings 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 | $102K | Hold |
512
| – | – | 0.05% | 174 |
|
|
2025
Q1 | $125K | Hold |
512
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $109K | Hold |
512
| – | – | 0.05% | 165 |
|
|
2024
Q3 | $114K | Buy |
512
+11
| +2% | +$2.45K | 0.06% | 170 |
|
|
2024
Q2 | $106K | Hold |
501
| – | – | 0.06% | 173 |
|
|
2024
Q1 | $103K | Hold |
501
| – | – | 0.05% | 175 |
|
|
2023
Q4 | $94.9K | Hold |
501
| – | – | 0.05% | 179 |
|
|
2023
Q3 | $95.3K | Buy |
+501
| New | +$95.3K | 0.06% | 171 |
|