MCF Advisors’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 | $346K | Buy |
|
|||||
|
2025
Q2 | $373K | Hold |
|
|||||
|
2025
Q1 | $416K | Sell |
|
|||||
|
2024
Q4 | $371K | Hold |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $366K | Buy |
|
|||||
|
2024
Q1 | $350K | Buy |
|
|||||
|
2023
Q4 | $321K | Sell |
|
|||||
|
2023
Q3 | $360K | Buy |
|
|||||
|
2023
Q2 | $319K | Buy |
|
|||||
|
2023
Q1 | $110K | Hold |
|
|||||
|
2022
Q4 | $109K | Hold |
|
|||||
|
2022
Q3 | $98K | Hold |
|
|||||
|
2022
Q2 | $102K | Buy |
|
|||||
|
2022
Q1 | $7K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $6K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $8K | Hold |
|
|||||
|
2017
Q1 | $7K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $14K | Buy |
|
|||||
|
2016
Q1 | $12K | Buy |
|
|||||
|
2015
Q4 | $11K | Buy |
|
|||||
|
2015
Q3 | $10K | Buy |
|
|||||
|
2015
Q2 | $11K | Buy |
|
|||||
|
2015
Q1 | $11K | Buy |
|
|||||
|
2014
Q4 | $11K | Buy |
|
|||||
|
2014
Q3 | $9K | Buy |
|
|||||
|
2014
Q2 | $9K | Buy |
|
|||||
|
2014
Q1 | $9K | Buy |
|
|||||
|
2013
Q4 | $9K | Buy |
|