Integrated Wealth Concepts’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 | $836K | Buy |
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|
2025
Q2 | $695K | Sell |
|
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.05M | Buy |
|
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $919K | Buy |
|
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|
2024
Q1 | $757K | Buy |
|
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|
2023
Q4 | $585K | Sell |
|
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $596K | Buy |
|
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|
2023
Q1 | $332K | Buy |
|
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $289K | Buy |
|
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $265K | Buy |
|