Mitchell & Pahl Private Wealth’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 | $203K | Sell |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $342K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $229K | Buy |
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