Guardian Wealth Advisors (North Carolina)’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 | $365K | Sell |
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|
2025
Q2 | $396K | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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