Dakota Wealth Management’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 | $560K | Sell |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $740K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $844K | Sell |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $756K | Buy |
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|
2023
Q3 | $663K | Sell |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $427K | Buy |
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