Bradley & Co Private 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
$3.83K Hold
2025
Q2
$4.15K Hold
2025
Q1
$4.64K Hold
2024
Q4
$4.04K Buy
2024
Q2
$4K Hold
2024
Q1
$3.91K Hold
2023
Q4
$3.6K Hold
2023
Q3
$3.62K Hold
2023
Q2
$3.57K Hold
2023
Q1
$3.16K Hold
2022
Q4
$3.14K Hold
2022
Q3
$3K Hold
2022
Q2
$3K Buy