Optas LLC’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
$367K Sell
2025
Q2
$437K Sell
2025
Q1
$494K Sell
2024
Q4
$440K Buy
2024
Q3
$433K Buy
2024
Q2
$397K Buy
2024
Q1
$387K Buy
2023
Q4
$346K Buy
2023
Q3
$338K Buy
2023
Q2
$329K Buy
2023
Q1
$287K Buy
2022
Q4
$271K Buy
2022
Q3
$242K Buy
2022
Q2
$245K Buy
2022
Q1
$250K Buy
2021
Q4
$245K Buy
2021
Q3
$210K Buy
2020
Q4
Sell
2020
Q3
$303K Buy