Dynamic Advisor Solutions’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 | $359K | Buy |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $214K | Buy |
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