Eads & Heald 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 | $456K | Sell |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $534K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $526K | Hold |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $480K | Buy |
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