Abbrea Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $671K | Hold |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $613K | Hold |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $539K | Hold |
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|
2022
Q3 | $486K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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