Baldwin Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $152K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $21K | Buy |
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