EverSource Wealth Advisors’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 | $1.21M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $798K | Buy |
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|
2023
Q3 | $780K | Sell |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $934K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $511K | Buy |
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