Independent Advisor Alliance’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 | $963K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q4 | $220K | Buy |
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|
2017
Q3 | $224K | Buy |
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