Personal CFO 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
Q3 | $560K | Sell |
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|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $898K | Buy |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $840K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $923K | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $474K | Sell |
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|
2021
Q2 | $441K | Buy |
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