Concord Wealth Partners’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 | $1.22M | Hold |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $967K | Buy |
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|
2023
Q2 | $47.4K | Buy |
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|
2023
Q1 | $30.1K | Sell |
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|
2022
Q4 | $66.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $175K | Buy |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $127K | Buy |
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|
2020
Q4 | $1K | Buy |
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