PDS Planning’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 | $841K | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $229K | Buy |
|