Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $179K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $78K | Buy |
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|
2020
Q2 | $60K | Buy |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $8K | Buy |
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