Congress 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
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $350K | Buy |
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