Anchor Investment 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
2025
Q3
$107K Hold
2025
Q2
$116K Buy
2025
Q1
$126K Hold
2024
Q4
$110K Hold
2024
Q3
$115K Buy
2024
Q2
$18.5K Hold
2024
Q1
$18.1K Buy
2022
Q2
Sell
2022
Q1
$1.36K Buy
2020
Q3
Sell
2020
Q2
$2.25K Hold
2020
Q1
$1.82K Buy