ML&R 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
2024
Q1
$303K Hold
2023
Q4
$279K Buy
2023
Q3
$275K Buy
2023
Q2
$264K Buy
2023
Q1
$218K Buy
2022
Q4
$203K Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q4
$209K Buy