Forum Financial 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 | $862K | Buy |
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|
2025
Q2 | $785K | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $597K | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $529K | Buy |
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