Cornerstone Planning Group’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
$54.2K Buy
2025
Q2
$59.1K Sell
2025
Q1
$67.9K Buy
2024
Q4
$30.9K Buy
2024
Q3
$29.9K Sell
2024
Q2
$34.4K Buy
2024
Q1
$29.3K Sell
2023
Q4
$33.2K Buy
2023
Q3
$29.3K Sell
2023
Q2
$35K Buy
2022
Q4
$38.2K Buy