JGP Wealth 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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $848K | Sell |
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|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $866K | Sell |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $227K | Buy |
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