Belpointe Asset 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 | $1.75M | Buy |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $984K | Sell |
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|
2020
Q4 | $967K | Buy |
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|
2020
Q3 | $925K | Hold |
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|
2020
Q2 | $866K | Buy |
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|
2020
Q1 | $691K | Sell |
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|
2019
Q4 | $899K | Buy |
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|
2019
Q3 | $804K | Buy |
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|
2019
Q2 | $772K | Hold |
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|
2019
Q1 | $727K | Sell |
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|
2018
Q4 | $715K | Buy |
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|
2018
Q3 | $429K | Buy |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $321K | Buy |
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|
2017
Q3 | $325K | Buy |
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