Perigon Wealth 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 | $2.7M | Sell |
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|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $958K | Sell |
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|
2023
Q2 | $987K | Buy |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $189K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $65K | Hold |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $57K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $52K | Hold |
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|
2016
Q2 | $53K | Hold |
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|
2016
Q1 | $47K | Buy |
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