Advisory Alpha’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 | $213K | Buy |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $315K | Hold |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $303K | Sell |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $269K | Buy |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $229K | Buy |
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