Kenfarb & 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
2023
Q3
$715K Sell
2023
Q2
$725K Hold
2023
Q1
$642K Sell
2022
Q4
$668K Hold
2022
Q3
$602K Hold
2022
Q2
$688K Hold
2022
Q1
$688K Buy
2021
Q4
$475K Buy