Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $75.8K | Buy |
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|
2023
Q1 | $60.3K | Sell |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $692K | Sell |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $692K | Sell |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $9K | Buy |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $24K | Sell |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $17K | Buy |
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