Evercore 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
Q2 | $1.77M | Hold |
|
|||||
|
2025
Q1 | $1.98M | Sell |
|
|||||
|
2024
Q4 | $1.72M | Sell |
|
|||||
|
2024
Q3 | $2.29M | Buy |
|
|||||
|
2024
Q2 | $2.11M | Buy |
|
|||||
|
2024
Q1 | $1.82M | Sell |
|
|||||
|
2023
Q4 | $1.68M | Buy |
|
|||||
|
2023
Q3 | $1.46M | Sell |
|
|||||
|
2023
Q2 | $1.6M | Buy |
|
|||||
|
2023
Q1 | $1.39M | Sell |
|
|||||
|
2022
Q4 | $1.39M | Buy |
|
|||||
|
2022
Q3 | $1.18M | Hold |
|
|||||
|
2022
Q2 | $1.23M | Hold |
|
|||||
|
2022
Q1 | $1.35M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Hold |
|
|||||
|
2021
Q3 | $1.2M | Sell |
|
|||||
|
2021
Q2 | $1.19M | Sell |
|
|||||
|
2021
Q1 | $1.07M | Sell |
|
|||||
|
2020
Q4 | $1.04M | Sell |
|
|||||
|
2020
Q3 | $1.04M | Buy |
|
|||||
|
2020
Q2 | $932K | Sell |
|
|||||
|
2020
Q1 | $823K | Buy |
|
|||||
|
2019
Q4 | $983K | Buy |
|
|||||
|
2019
Q3 | $872K | Sell |
|
|||||
|
2019
Q2 | $939K | Hold |
|
|||||
|
2019
Q1 | $884K | Buy |
|
|||||
|
2018
Q4 | $685K | Buy |
|
|||||
|
2018
Q3 | $579K | Hold |
|
|||||
|
2018
Q2 | $574K | Sell |
|
|||||
|
2018
Q1 | $747K | Hold |
|
|||||
|
2017
Q4 | $736K | Hold |
|
|||||
|
2017
Q3 | $758K | Buy |
|
|||||
|
2017
Q2 | $695K | Hold |
|
|||||
|
2017
Q1 | $658K | Sell |
|
|||||
|
2016
Q4 | $604K | Buy |
|
|||||
|
2016
Q3 | $570K | Buy |
|
|||||
|
2016
Q2 | $530K | Buy |
|
|||||
|
2016
Q1 | $430K | Hold |
|
|||||
|
2015
Q4 | $391K | Buy |
|
|||||
|
2015
Q3 | $366K | Hold |
|
|||||
|
2015
Q2 | $397K | Hold |
|
|||||
|
2015
Q1 | $393K | Sell |
|
|||||
|
2014
Q4 | $404K | Buy |
|
|||||
|
2014
Q3 | $366K | Hold |
|
|||||
|
2014
Q2 | $363K | Sell |
|
|||||
|
2014
Q1 | $357K | Hold |
|
|||||
|
2013
Q4 | $351K | Hold |
|
|||||
|
2013
Q3 | $315K | Buy |
|
|||||
|
2013
Q2 | $279K | Buy |
|