Gladstone Institutional Advisory’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 | $411K | Buy |
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|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $848K | Buy |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $795K | Buy |
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