Abner Herrman & Brock’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 | $353K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $413K | Hold |
|
|||||
|
2024
Q2 | $390K | Hold |
|
|||||
|
2024
Q1 | $381K | Sell |
|
|||||
|
2023
Q4 | $354K | Hold |
|
|||||
|
2023
Q3 | $356K | Hold |
|
|||||
|
2023
Q2 | $352K | Buy |
|
|||||
|
2023
Q1 | $308K | Sell |
|
|||||
|
2022
Q4 | $308K | Hold |
|
|||||
|
2022
Q3 | $278K | Hold |
|
|||||
|
2022
Q2 | $289K | Sell |
|
|||||
|
2022
Q1 | $342K | Hold |
|
|||||
|
2021
Q4 | $349K | Sell |
|
|||||
|
2021
Q3 | $309K | Buy |
|
|||||
|
2021
Q2 | $286K | Hold |
|
|||||
|
2021
Q1 | $248K | Sell |
|
|||||
|
2020
Q4 | $279K | Sell |
|
|||||
|
2020
Q3 | $299K | Sell |
|
|||||
|
2020
Q2 | $952K | Buy |
|
|||||
|
2020
Q1 | $226K | Buy |
|
|||||
|
2019
Q4 | $285K | Sell |
|
|||||
|
2019
Q3 | $261K | Buy |
|
|||||
|
2019
Q2 | $255K | Hold |
|
|||||
|
2019
Q1 | $240K | Hold |
|
|||||
|
2018
Q4 | $204K | Buy |
|
|||||
|
2018
Q3 | $208K | Sell |
|
|||||
|
2018
Q2 | $213K | Sell |
|
|||||
|
2018
Q1 | $223K | Hold |
|
|||||
|
2017
Q4 | $220K | Sell |
|
|||||
|
2017
Q3 | $233K | Hold |
|
|||||
|
2017
Q2 | $217K | Buy |
|