Phoenix Financial’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 | $4.22M | Sell |
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|
2025
Q2 | $9.46M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $8.34M | Buy |
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|
2024
Q1 | $7.14M | Buy |
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|
2023
Q4 | $7.22M | Sell |
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|
2023
Q3 | $8.21M | Buy |
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|
2023
Q2 | $6.66M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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