MAI Capital Management’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
$1.66M Buy
2025
Q2
$1.8M Buy
2025
Q1
$1.8M Buy
2024
Q4
$1.54M Buy
2024
Q3
$1.59M Sell
2024
Q2
$2.45M Sell
2024
Q1
$2.49M Buy
2023
Q4
$2.16M Buy
2023
Q3
$1.88M Buy
2023
Q2
$1.61M Buy
2023
Q1
$1.28M Sell
2022
Q4
$1.35M Buy
2022
Q3
$968K Buy
2022
Q2
$534K Sell
2022
Q1
$591K Sell
2021
Q4
$631K Buy
2021
Q3
$387K Buy
2021
Q2
$333K Buy
2021
Q1
$258K Buy
2020
Q4
$216K Buy