Axxcess 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
Q3 | $3.27M | Buy |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.85M | Sell |
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|
2024
Q2 | $4.62M | Buy |
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $4M | Buy |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $214K | Buy |
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