Heron Financial 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
2023
Q2
$278K Hold
2023
Q1
$246K Buy
2022
Q4
$234K Hold
2022
Q3
$210K Sell
2022
Q2
$224K Hold
2022
Q1
$246K Hold
2021
Q4
$222K Sell
2021
Q3
$230K Hold
2021
Q2
$214K Buy