CVA Family Office’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 | $195K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $212K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $186K | Sell |
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|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $156K | Buy |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $100K | Sell |
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|
2022
Q1 | $163K | Buy |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $65K | Buy |
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|
2021
Q1 | $15K | Buy |
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