Defined 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 | $634K | Sell |
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|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $780K | Buy |
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|
2024
Q4 | $669K | Buy |
|
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|
2024
Q3 | $702K | Buy |
|
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|
2024
Q2 | $660K | Buy |
|
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $582K | Buy |
|
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $512K | Hold |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $480K | Hold |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $435K | Hold |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $362K | Buy |
|