Klingenstein Fields & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
|
|||||
|
2025
Q1 | $340K | Buy |
|
|||||
|
2024
Q4 | $291K | Hold |
|
|||||
|
2024
Q3 | $306K | Hold |
|
|||||
|
2024
Q2 | $289K | Hold |
|
|||||
|
2024
Q1 | $282K | Sell |
|
|||||
|
2023
Q4 | $261K | Hold |
|
|||||
|
2023
Q3 | $262K | Buy |
|
|||||
|
2023
Q2 | $258K | Hold |
|
|||||
|
2023
Q1 | $228K | Hold |
|
|||||
|
2022
Q4 | $227K | Hold |
|
|||||
|
2022
Q3 | $205K | Hold |
|
|||||
|
2022
Q2 | $213K | Hold |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $238K | Hold |
|
|||||
|
2021
Q3 | $207K | Buy |
|