Palisades Hudson Asset Management’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 | $324K | Hold |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $222K | Buy |
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