Cahaba 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 | $254K | Sell |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $431K | Buy |
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