Kestra Private Wealth Services’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 | $3.38M | Buy |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $744K | Buy |
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|
2021
Q2 | $688K | Sell |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $397K | Buy |
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