Genesee Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Sell |
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|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $934K | Buy |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $797K | Sell |
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|
2024
Q2 | $901K | Buy |
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|
2024
Q1 | $872K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $921K | Buy |
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