BNC 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 | $4.49M | Sell |
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|
2025
Q2 | $4.9M | Sell |
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|
2025
Q1 | $5.56M | Sell |
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|
2024
Q4 | $5.2M | Sell |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.25M | Sell |
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|
2023
Q4 | $4.98M | Hold |
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|
2023
Q3 | $5M | Hold |
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|
2023
Q2 | $4.94M | Sell |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $4.87M | Hold |
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|
2022
Q3 | $4.39M | Hold |
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|
2022
Q2 | $4.57M | Hold |
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|
2022
Q1 | $5.01M | Buy |
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|
2021
Q4 | $5.11M | Sell |
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|
2021
Q3 | $4.48M | Hold |
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|
2021
Q2 | $4.16M | Sell |
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|
2021
Q1 | $6.12M | Sell |
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|
2020
Q4 | $5.93M | Hold |
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|
2020
Q3 | $5.82M | Buy |
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