Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $827K | Sell |
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|
2024
Q1 | $835K | Sell |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $634K | Hold |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $571K | Sell |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $435K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $391K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $234K | Buy |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $230K | Sell |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $208K | Hold |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $279K | Buy |
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|
2015
Q3 | $237K | Sell |
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|
2015
Q2 | $285K | Buy |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $267K | Buy |
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