PGIM Custom Harvest’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
Q2
$612K Sell
2025
Q1
$686K Sell
2024
Q4
$659K Buy
2024
Q3
$495K Buy
2024
Q2
$325K Buy
2024
Q1
$211K Buy
2021
Q3
$32K Hold
2021
Q2
$102K Hold
2021
Q1
$89K Hold
2020
Q4
$82K Buy