Detalus 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
Q3 | $318K | Hold |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $344K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $255K | Buy |
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