Gerber Kawasaki Wealth & Investment 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
$265K Buy
2025
Q2
$282K Buy
2025
Q1
$311K Buy
2024
Q4
$268K Buy
2024
Q3
$270K Buy
2024
Q2
$252K Hold
2024
Q1
$247K Buy
2023
Q4
$224K Hold
2023
Q3
$225K Buy
2021
Q4
Sell
2021
Q3
$3K Buy