Mascoma Wealth 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 | $15.7K | Hold |
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|
2025
Q2 | $17.1K | Hold |
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|
2025
Q1 | $19K | Hold |
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|
2024
Q4 | $16.6K | Buy |
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|
2024
Q3 | $11.2K | Hold |
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|
2024
Q2 | $10.5K | Hold |
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|
2024
Q1 | $10.3K | Hold |
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|
2023
Q4 | $9.47K | Sell |
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|
2023
Q3 | $11.6K | Buy |
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|
2023
Q2 | $9.47K | Hold |
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|
2023
Q1 | $9.01K | Hold |
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|
2022
Q4 | $8.27K | Sell |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6K | Buy |
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