Northeast Financial Consultants’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
Q2 | $331K | Hold |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $527K | Hold |
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|
2023
Q4 | $485K | Hold |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $219K | Buy |
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