Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.49M | Hold |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $769K | Buy |
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|
2019
Q4 | $820K | Sell |
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|
2019
Q3 | $754K | Buy |
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|
2019
Q2 | $734K | Sell |
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|
2019
Q1 | $692K | Sell |
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|
2018
Q4 | $613K | Sell |
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|
2018
Q3 | $662K | Sell |
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|
2018
Q2 | $714K | Buy |
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|
2018
Q1 | $486K | Buy |
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|
2017
Q4 | $393K | Buy |
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