VeraBank’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 | $906K | Buy |
4,145
+396
| +11% | +$86.6K | 0.18% | 88 |
|
|
2025
Q1 | $915K | Buy |
3,749
+4
| +0.1% | +$976 | 0.26% | 68 |
|
|
2024
Q4 | $795K | Sell |
3,745
-30
| -0.8% | -$6.37K | 0.22% | 76 |
|
|
2024
Q3 | $842K | Hold |
3,775
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $795K | Sell |
3,775
-15
| -0.4% | -$3.16K | 0.25% | 75 |
|
|
2024
Q1 | $781K | Sell |
3,790
-6
| -0.2% | -$1.24K | 0.24% | 78 |
|
|
2023
Q4 | $719K | Buy |
3,796
+6
| +0.2% | +$1.14K | 0.24% | 77 |
|
|
2023
Q3 | $721K | Hold |
3,790
| – | – | 0.28% | 74 |
|
|
2023
Q2 | $713K | Hold |
3,790
| – | – | 0.27% | 75 |
|
|
2023
Q1 | $631K | Sell |
3,790
-323
| -8% | -$53.8K | 0.29% | 74 |
|
|
2022
Q4 | $681K | Buy |
4,113
+12
| +0.3% | +$1.99K | 0.34% | 67 |
|
|
2022
Q3 | $612K | Hold |
4,101
| – | – | 0.39% | 62 |
|
|
2022
Q2 | $637K | Sell |
4,101
-1
| -0% | -$155 | 0.37% | 65 |
|
|
2022
Q1 | $699K | Sell |
4,102
-218
| -5% | -$37.1K | 0.36% | 64 |
|
|
2021
Q4 | $751K | Hold |
4,320
| – | – | 0.38% | 62 |
|
|
2021
Q3 | $654K | Hold |
4,320
| – | – | 0.37% | 65 |
|
|
2021
Q2 | $607K | Buy |
4,320
+16
| +0.4% | +$2.25K | 0.36% | 67 |
|
|
2021
Q1 | $524K | Hold |
4,304
| – | – | 0.34% | 68 |
|
|
2020
Q4 | $504K | Hold |
4,304
| – | – | 0.35% | 68 |
|
|
2020
Q3 | $494K | Hold |
4,304
| – | – | 0.38% | 62 |
|
|
2020
Q2 | $462K | Buy |
4,304
+100
| +2% | +$10.7K | 0.38% | 65 |
|
|
2020
Q1 | $364K | Buy |
+4,204
| New | +$364K | 0.35% | 71 |
|