International Assets Investment 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
Q2
Sell
2025
Q1
$320K Sell
2024
Q4
$395K Sell
2024
Q3
$1.92K Buy
2024
Q2
$282K Buy
2024
Q1
$249K Sell
2023
Q4
$234K Buy
2023
Q3
$204K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2021
Q2
Sell
2021
Q1
$29K Hold
2020
Q4
$29K Buy