Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $309K | Buy |
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