Personal Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $830K | Hold |
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|
2021
Q4 | $847K | Hold |
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|
2021
Q3 | $738K | Hold |
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|
2021
Q2 | $685K | Hold |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $570K | Hold |
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|
2020
Q3 | $559K | Hold |
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|
2020
Q2 | $523K | Hold |
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|
2020
Q1 | $421K | Hold |
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|
2019
Q4 | $543K | Hold |
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|
2019
Q3 | $487K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $455K | Hold |
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|
2018
Q4 | $386K | Buy |
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