Appleton Partners’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 | – | Sell |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $254K | Buy |
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