Modera 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 | $385K | Sell |
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|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $691K | Buy |
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