Icon Wealth Partners’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
Q3 | $3.05M | Sell |
|
|||||
|
2023
Q2 | $3.25M | Sell |
|
|||||
|
2023
Q1 | $3.63M | Buy |
|
|||||
|
2022
Q2 | $4M | Buy |
|
|||||
|
2022
Q1 | $4.36M | Buy |
|
|||||
|
2021
Q4 | $4.33M | Sell |
|
|||||
|
2021
Q3 | $3.79M | Buy |
|
|||||
|
2021
Q2 | $3.49M | Buy |
|
|||||
|
2021
Q1 | $2.81M | Buy |
|
|||||
|
2020
Q4 | $2.35M | Buy |
|
|||||
|
2020
Q3 | $2.04M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $8K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $13K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $177K | Buy |
|