Garde Capital’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 | – | Sell |
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|
2025
Q2 | $37.4K | Hold |
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|
2025
Q1 | $41.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $182K | Buy |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $186K | Hold |
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|
2021
Q3 | $162K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $125K | Buy |
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