Kozak & Associates’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 | $90.5K | Sell |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $88.7K | Sell |
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|
2024
Q3 | $98.9K | Buy |
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|
2024
Q2 | $88.7K | Hold |
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|
2024
Q1 | $87.1K | Buy |
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|
2023
Q4 | $70.4K | Buy |
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|
2023
Q3 | $69.3K | Buy |
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|
2023
Q2 | $66.2K | Buy |
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|
2023
Q1 | $59.3K | Buy |
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|
2022
Q4 | $59K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $53K | Buy |
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|
2021
Q3 | $58K | Buy |
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