Obermeyer Wealth Partners’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 | $213K | Hold |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $265K | Hold |
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $253K | Sell |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $248K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $251K | Sell |
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|
2016
Q1 | $344K | Hold |
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|
2015
Q4 | $314K | Hold |
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|
2015
Q3 | $296K | Hold |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $318K | Hold |
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|
2014
Q4 | $324K | Buy |
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