Joel Isaacson & Co’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 | $383K | Hold |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $335K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $106K | Hold |
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|
2016
Q3 | $106K | Hold |
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $127K | Hold |
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|
2015
Q4 | $116K | Buy |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $55K | Hold |
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|
2015
Q1 | $54K | Sell |
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|
2014
Q4 | $80K | Buy |
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|
2014
Q3 | $32K | Hold |
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|
2014
Q2 | $32K | Hold |
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|
2014
Q1 | $31K | Hold |
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|
2013
Q4 | $30K | Hold |
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|
2013
Q3 | $27K | Hold |
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|
2013
Q2 | $25K | Buy |
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