Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $13K | Buy |
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