Glassman Wealth Services’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
Q1 | – | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $611K | Buy |
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|
2020
Q3 | $597K | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $211K | Buy |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $192K | Hold |
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|
2018
Q1 | $194K | Sell |
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|
2017
Q4 | $192K | Buy |
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|
2017
Q3 | $196K | Hold |
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|
2017
Q2 | $182K | Hold |
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|
2017
Q1 | $173K | Sell |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $201K | Hold |
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|
2016
Q1 | $179K | Hold |
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|
2015
Q4 | $163K | Hold |
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|
2015
Q3 | $154K | Hold |
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|
2015
Q2 | $167K | Sell |
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|
2015
Q1 | $333K | Hold |
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|
2014
Q4 | $340K | Buy |
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