Avantax Planning Partners’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 | – | Sell |
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|
2025
Q2 | $241K | Hold |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $66K | Buy |
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