Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $248K | Hold |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
|