Montag & Associates’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 | $499K | Hold |
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|
2025
Q2 | $541K | Hold |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $595K | Hold |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $577K | Hold |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $487K | Hold |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Hold |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $207K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $356K | Buy |
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|
2016
Q3 | $353K | Buy |
|