Addison 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 | $50.6K | Sell |
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|
2025
Q2 | $83.3K | Sell |
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|
2025
Q1 | $96.6K | Sell |
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|
2024
Q4 | $86.9K | Buy |
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|
2024
Q3 | $64.7K | Hold |
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|
2024
Q2 | $61.1K | Sell |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $113K | Buy |
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|
2023
Q3 | $85.1K | Hold |
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|
2023
Q2 | $84.1K | Hold |
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|
2023
Q1 | $74.4K | Sell |
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|
2022
Q4 | $75.1K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $42K | Buy |
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|
2020
Q4 | $35K | Buy |
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