HighPoint Advisor 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
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $981K | Buy |
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|
2018
Q4 | $937K | Sell |
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|
2018
Q3 | $835K | Buy |
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|
2018
Q2 | $856K | Buy |
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|
2018
Q1 | $827K | Buy |
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|
2017
Q4 | $788K | Sell |
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|
2017
Q3 | $822K | Buy |
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|
2017
Q2 | $764K | Hold |
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|
2017
Q1 | $764K | Sell |
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|
2016
Q4 | $749K | Buy |
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|
2016
Q3 | $686K | Sell |
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|
2016
Q2 | $1.17M | Buy |
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|
2016
Q1 | $598K | Buy |
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|
2015
Q4 | $477K | Buy |
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|
2015
Q3 | $359K | Buy |
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