Archvest 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 | $573K | Buy |
|
|||||
|
2025
Q2 | $621K | Hold |
|
|||||
|
2025
Q1 | $693K | Hold |
|
|||||
|
2024
Q4 | $603K | Sell |
|
|||||
|
2024
Q3 | $646K | Hold |
|
|||||
|
2024
Q2 | $609K | Sell |
|
|||||
|
2024
Q1 | $609K | Hold |
|
|||||
|
2023
Q4 | $566K | Hold |
|
|||||
|
2023
Q3 | $568K | Sell |
|
|||||
|
2023
Q2 | $621K | Sell |
|
|||||
|
2023
Q1 | $554K | Sell |
|
|||||
|
2022
Q4 | $569K | Sell |
|
|||||
|
2022
Q3 | $546K | Hold |
|
|||||
|
2022
Q2 | $568K | Sell |
|
|||||
|
2022
Q1 | $631K | Hold |
|
|||||
|
2021
Q4 | $643K | Buy |
|