Amplius Wealth 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 | $252K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $645K | Buy |
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|
2024
Q4 | $561K | Hold |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $792K | Buy |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $688K | Sell |
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|
2022
Q1 | $794K | Hold |
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|
2021
Q4 | $810K | Buy |
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