Cassaday & Co 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 | $434K | Buy |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $337K | Buy |
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