Annex Advisory Services’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 | $19.4M | Buy |
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|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $13.2M | Buy |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $9.52M | Sell |
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|
2023
Q1 | $8.93M | Buy |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $830K | Sell |
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|
2022
Q2 | $954K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $995K | Sell |
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|
2020
Q4 | $1.03M | Buy |
|