Annis Gardner Whiting Capital 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
$141K Buy
2025
Q2
$136K Buy
2025
Q1
$144K Buy
2024
Q4
$75.4K Sell
2024
Q3
$88.6K Sell
2024
Q2
$159K Buy
2024
Q1
$140K Buy
2023
Q4
$60.4K Sell
2023
Q3
$61.1K Buy