HighMark 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 | $62K | Hold |
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|
2025
Q2 | $67.2K | Hold |
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|
2025
Q1 | $75K | Hold |
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|
2024
Q4 | $65.3K | Hold |
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|
2024
Q3 | $68.6K | Hold |
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|
2024
Q2 | $64.8K | Hold |
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|
2024
Q1 | $63.3K | Hold |
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|
2023
Q4 | $58.3K | Hold |
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|
2023
Q3 | $58.5K | Hold |
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|
2023
Q2 | $57.8K | Hold |
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|
2023
Q1 | $51.2K | Hold |
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|
2022
Q4 | $50.9K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $43K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $35K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $33K | Buy |
|