GM Advisory Group’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
$842K Sell
2025
Q2
$921K Buy
2025
Q1
$996K Buy
2024
Q4
$864K Sell
2024
Q3
$936K Buy
2024
Q2
$851K Sell
2024
Q1
$836K Buy
2023
Q4
$760K Buy
2023
Q3
$761K Buy
2023
Q2
$750K Buy