Arkadios 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 | $1.48M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $785K | Buy |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $614K | Buy |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $25K | Sell |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $13K | Buy |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $21.8K | Buy |
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|
2020
Q1 | $7.09K | Sell |
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|
2019
Q4 | $11.6K | Buy |
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