Atria Wealth Solutions’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 | $736K | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Buy |
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