Bailard’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 | $310K | Buy |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $268K | Buy |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $219K | Buy |
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