Crewe Advisors’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 | $17.5K | Sell |
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|
2025
Q1 | $22K | Sell |
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|
2024
Q4 | $23.6K | Sell |
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|
2024
Q3 | $36.6K | Buy |
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|
2024
Q2 | $33.7K | Buy |
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|
2024
Q1 | $16.5K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $189 | Sell |
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|
2023
Q1 | $23.8K | Sell |
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|
2022
Q4 | $30.9K | Sell |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $47K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6K | Buy |
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