Bell Investment 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
Q2 | $42.9K | Buy |
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|
2025
Q1 | $47.3K | Buy |
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|
2024
Q4 | $39.9K | Sell |
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|
2024
Q3 | $43.9K | Hold |
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|
2024
Q2 | $41.5K | Hold |
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|
2024
Q1 | $40.6K | Hold |
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|
2023
Q4 | $37.3K | Sell |
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|
2023
Q3 | $38.1K | Sell |
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|
2023
Q2 | $43.8K | Sell |
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|
2023
Q1 | $39.8K | Sell |
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|
2022
Q4 | $45.3K | Buy |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $36K | Buy |
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