Exencial 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 | $4.75M | Buy |
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|
2025
Q2 | $5.04M | Sell |
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|
2025
Q1 | $6.77M | Sell |
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|
2024
Q4 | $5.99M | Sell |
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|
2024
Q3 | $6.56M | Sell |
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|
2024
Q2 | $6.49M | Sell |
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|
2024
Q1 | $7M | Sell |
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|
2023
Q4 | $6.76M | Sell |
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|
2023
Q3 | $6.85M | Sell |
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|
2023
Q2 | $7.25M | Buy |
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|
2023
Q1 | $6.36M | Buy |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $4.72M | Buy |
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|
2022
Q2 | $4.79M | Sell |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $5.24M | Buy |
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|
2021
Q3 | $4.36M | Buy |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.97M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $5.75M | Buy |
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|
2020
Q2 | $2.42M | Buy |
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