IHT 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 | $465K | Buy |
|
|||||
|
2025
Q2 | $492K | Sell |
|
|||||
|
2025
Q1 | $563K | Buy |
|
|||||
|
2024
Q4 | $480K | Sell |
|
|||||
|
2024
Q3 | $772K | Buy |
|
|||||
|
2024
Q2 | $558K | Buy |
|
|||||
|
2024
Q1 | $536K | Sell |
|
|||||
|
2023
Q4 | $532K | Buy |
|
|||||
|
2023
Q3 | $494K | Buy |
|
|||||
|
2023
Q2 | $410K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $315K | Buy |
|
|||||
|
2021
Q1 | $267K | Buy |
|
|||||
|
2020
Q4 | $226K | Buy |
|
|||||
|
2020
Q3 | $218K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $202K | Sell |
|
|||||
|
2019
Q3 | $214K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $44K | Hold |
|
|||||
|
2017
Q4 | $45K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $12 | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $17K | Buy |
|