Freestone Capital Holdings’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 | $2.76M | Buy |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.07M | Buy |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.59M | Sell |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.67M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $229 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $281 | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $975K | Buy |
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|
2018
Q3 | $677K | Buy |
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|
2018
Q2 | $579K | Buy |
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