Carret Asset 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 | $318K | Hold |
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|
2025
Q2 | $345K | Sell |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $225K | Buy |
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