Aries Wealth 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
Q2 | $839K | Hold |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $922K | Hold |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $955K | Hold |
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|
2022
Q2 | $918K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $941K | Hold |
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|
2021
Q1 | $839K | Buy |
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|
2020
Q4 | $585K | Buy |
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|
2020
Q3 | $576K | Hold |
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|
2020
Q2 | $539K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $613K | Hold |
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|
2019
Q3 | $532K | Hold |
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|
2019
Q2 | $563K | Hold |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $481K | Hold |
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|
2018
Q3 | $499K | Hold |
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|
2018
Q2 | $502K | Hold |
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|
2018
Q1 | $493K | Hold |
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|
2017
Q4 | $495K | Buy |
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