James Hambro & Partners’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 | $797K | Buy |
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|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $686K | Hold |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $1.05M | Hold |
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|
2020
Q2 | $986K | Hold |
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|
2020
Q1 | $794K | Sell |
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|
2019
Q4 | $1.2M | Hold |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q1 | $1.01M | Hold |
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|
2018
Q4 | $860K | Sell |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $1.05M | Hold |
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|
2017
Q4 | $1.03M | Buy |
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