Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $418K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $264K | Sell |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $216K | Buy |
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