Moneta Group Investment 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 | $4.54M | Buy |
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|
2025
Q2 | $4.72M | Buy |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $995K | Buy |
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|
2020
Q4 | $946K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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