Optimum 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
Q2 | – | Sell |
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|
2025
Q1 | $1.95K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.5K | Hold |
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|
2022
Q4 | $1.49K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $77K | Hold |
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|
2014
Q3 | $70K | Hold |
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|
2014
Q2 | $70K | Hold |
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|
2014
Q1 | $66K | Hold |
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|
2013
Q4 | $65K | Hold |
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|
2013
Q3 | $59K | Buy |
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