Global Retirement Partners’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 | $1.01M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $989K | Buy |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $897K | Buy |
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|
2023
Q2 | $878K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $470K | Hold |
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|
2019
Q3 | $422K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $396K | Buy |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $84K | Hold |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $75K | Buy |
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|
2016
Q4 | $68K | Buy |
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