Capital Wealth Planning’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 | $308K | Buy |
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|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $336K | Buy |
|
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $265K | Hold |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $243K | Buy |
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