Mason Investment 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
2021
Q1
Sell
2020
Q4
$979K Sell
2020
Q3
$962K Hold
2020
Q2
$901K Buy
2020
Q1
$535K Buy