Kelleher Financial Advisors’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 | $358K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $250K | Hold |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $202K | Hold |
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|
2016
Q3 | $201K | Hold |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $242K | Hold |
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|
2015
Q4 | $221K | Hold |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $226K | Sell |
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|
2015
Q1 | $392K | Hold |
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|
2014
Q4 | $400K | Hold |
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|
2014
Q3 | $380K | Hold |
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|
2014
Q2 | $362K | Hold |
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|
2014
Q1 | $344K | Hold |
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|
2013
Q4 | $338K | Hold |
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|
2013
Q3 | $305K | Hold |
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|
2013
Q2 | $279K | Buy |
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