Accurate Wealth Management’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 | $2.78M | Sell |
|
|||||
|
2025
Q2 | $2.99M | Sell |
|
|||||
|
2025
Q1 | $3.29M | Sell |
|
|||||
|
2024
Q4 | $2.98M | Sell |
|
|||||
|
2024
Q3 | $3.24M | Sell |
|
|||||
|
2024
Q2 | $3.2M | Sell |
|
|||||
|
2024
Q1 | $2.99M | Sell |
|
|||||
|
2023
Q4 | $2.89M | Sell |
|
|||||
|
2023
Q3 | $2.94M | Buy |
|
|||||
|
2023
Q2 | $2.79M | Buy |
|
|||||
|
2023
Q1 | $1.92M | Buy |
|
|||||
|
2022
Q4 | $1.73M | Sell |
|
|||||
|
2022
Q3 | $2.9M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.64M | Buy |
|
|||||
|
2021
Q4 | $439K | Buy |
|
|||||
|
2021
Q3 | $415K | Buy |
|
|||||
|
2021
Q2 | $303K | Buy |
|