Bartlett & Co 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 | $2.06M | Sell |
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|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.73M | Hold |
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|
2023
Q4 | $1.59M | Hold |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.6M | Hold |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $967K | Hold |
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|
2021
Q1 | $837K | Hold |
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|
2020
Q4 | $804K | Buy |
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|
2020
Q3 | $655K | Hold |
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|
2020
Q2 | $613K | Hold |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $769K | Buy |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $534K | Buy |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $428K | Hold |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $452K | Sell |
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|
2018
Q1 | $466K | Buy |
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