OneDigital 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 | $3.15M | Sell |
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|
2025
Q2 | $3.72M | Sell |
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|
2025
Q1 | $4.21M | Sell |
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|
2024
Q4 | $4.23M | Buy |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $3.41M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $987K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $320K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $115K | Sell |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $99K | Hold |
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|
2018
Q1 | $99K | Hold |
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|
2017
Q4 | $98K | Buy |
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