D.J. St. Germain’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 | $290K | Sell |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $160K | Sell |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $152K | Buy |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $132K | Buy |
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|
2022
Q4 | $69.5K | Buy |
|