Institutional & Family Asset 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
2024
Q2
$37.3K Sell
2024
Q1
$38.9K Sell
2023
Q4
$36K Hold
2023
Q3
$36.2K Sell
2023
Q2
$38K Sell
2023
Q1
$33.8K Buy
2022
Q4
$26.8K Buy