B. Riley 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 | $299K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2024
Q4 | $841K | Sell |
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|
2024
Q3 | $987K | Sell |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $656K | Buy |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $529K | Sell |
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|
2019
Q1 | $554K | Sell |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $566K | Sell |
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|
2018
Q2 | $562K | Sell |
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|
2018
Q1 | $818K | Buy |
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|
2017
Q4 | $646K | Buy |
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|
2017
Q3 | $390K | Sell |
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|
2017
Q2 | $363K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $65 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $63.4K | Buy |
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