Level Four Advisory 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 | $762K | Buy |
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|
2025
Q2 | $761K | Sell |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $718K | Buy |
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|
2024
Q1 | $556K | Hold |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $529K | Buy |
|