Diligent Investors’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 | $272K | Sell |
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|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $259K | Sell |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $289K | Sell |
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|
2017
Q4 | $297K | Sell |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $280K | Sell |
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|
2016
Q3 | $314K | Sell |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $327K | Hold |
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|
2015
Q2 | $342K | Hold |
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|
2015
Q1 | $334K | Sell |
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|
2014
Q4 | $334K | Buy |
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