Journey Strategic Wealth’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 | $1.4M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $972K | Buy |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $236K | Buy |
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