Dillon & Associates’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 | $367K | Hold |
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|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $215K | Buy |
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