Bogart Wealth LLC’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 | $196K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $122K | Sell |
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|
2024
Q1 | $122K | Sell |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $99K | Buy |
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|
2022
Q2 | $97K | Hold |
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|
2022
Q1 | $107K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $179K | Buy |
|