Geneos Wealth 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 | $66.1K | Sell |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $69.3K | Sell |
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|
2024
Q1 | $69K | Sell |
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|
2023
Q4 | $65K | Buy |
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|
2023
Q3 | $62.8K | Buy |
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|
2023
Q2 | $60.4K | Buy |
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|
2023
Q1 | $51K | Hold |
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|
2022
Q4 | $50.6K | Sell |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $146K | Hold |
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|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $177K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $51K | Sell |
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|
2020
Q2 | $49K | Sell |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $50K | Sell |
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|
2018
Q1 | $51K | Hold |
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|
2017
Q4 | $50K | Sell |
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|
2017
Q3 | $172K | Buy |
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|
2017
Q2 | $148K | Hold |
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|
2017
Q1 | $141K | Buy |
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|
2016
Q4 | $123K | Hold |
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|
2016
Q3 | $122K | Buy |
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|
2016
Q2 | $122K | Hold |
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|
2016
Q1 | $110K | Buy |
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