Journey Advisory Group’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 | $363K | Buy |
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|
2025
Q2 | $372K | Hold |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $405K | Hold |
|
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|
2024
Q1 | $395K | Hold |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $366K | Buy |
|