Evergreen Capital 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 | $528K | Buy |
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|
2025
Q2 | $424K | Sell |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $232K | Buy |
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