Buckley 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
Q2 | $761K | Sell |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $646K | Sell |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $420K | Hold |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $323K | Buy |
|