Bank Julius Baer & Co’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 | $19.8M | Sell |
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|
2025
Q2 | $21.6M | Buy |
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|
2025
Q1 | $23.7M | Buy |
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|
2024
Q4 | $20.6M | Buy |
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|
2024
Q3 | $22.5M | Sell |
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|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $20.7M | Buy |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $16.6M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.68M | Sell |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $8.97M | Buy |
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|
2021
Q1 | $7.67M | Sell |
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|
2020
Q4 | $7.44M | Buy |
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|
2020
Q3 | $7.09M | Buy |
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|
2020
Q2 | $4.8M | Sell |
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|
2020
Q1 | $4.12M | Buy |
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