First Trust Direct Indexing’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $2.74M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.32M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $971K | Buy |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $617K | Buy |
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