Aaron Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Buy |
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|
2025
Q2 | $704K | Sell |
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|
2025
Q1 | $802K | Buy |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $210K | Buy |
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