Orion Portfolio Solutions’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
Q1
$13.4M Buy
2024
Q4
$11.3M Sell
2024
Q3
$11.9M Sell
2024
Q2
$11.8M Sell
2024
Q1
$11.7M Sell
2023
Q4
$11.3M Sell
2023
Q3
$11.5M Sell
2023
Q2
$12.2M Buy
2023
Q1
$3.47M Buy
2022
Q4
$1.87M Buy
2022
Q3
$1.43M Buy
2022
Q2
$1.1M Buy
2022
Q1
$938K Sell
2021
Q4
$987K Buy
2021
Q3
$755K Buy
2021
Q2
$655K Buy
2021
Q1
$550K Buy
2020
Q4
$472K Buy
2020
Q3
$426K Buy
2020
Q2
$199K Buy
2020
Q1
$119K Buy
2019
Q4
$117K Buy