Elmwood 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 | $1.15M | Hold |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $987K | Buy |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $816K | Buy |
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|
2020
Q3 | $761K | Hold |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $656K | Buy |
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|
2019
Q4 | $790K | Sell |
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|
2019
Q3 | $721K | Hold |
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|
2019
Q2 | $718K | Sell |
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|
2019
Q1 | $680K | Sell |
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|
2018
Q4 | $605K | Sell |
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|
2018
Q3 | $669K | Buy |
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|
2018
Q2 | $639K | Sell |
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|
2018
Q1 | $656K | Buy |
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