HB Wealth Management’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 | $2.83M | Sell |
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|
2025
Q2 | $3.09M | Sell |
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|
2025
Q1 | $3.86M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $939K | Buy |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $591K | Buy |
|