Beverly Hills Private Wealth’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 | $1.35M | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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