Continuum Advisory’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 | $328K | Sell |
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|
2025
Q2 | $919K | Buy |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $291K | Buy |
|
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|
2024
Q3 | $282K | Buy |
|
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|
2024
Q2 | $169K | Buy |
|
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $305K | Buy |
|
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $292K | Buy |
|
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $317K | Buy |
|