Pinnacle Wealth Management Advisory Group’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 | $991K | Buy |
|
|||||
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $1.1M | Buy |
|
|||||
|
2024
Q4 | $950K | Buy |
|
|||||
|
2024
Q3 | $992K | Sell |
|
|||||
|
2024
Q2 | $977K | Sell |
|
|||||
|
2024
Q1 | $1M | Buy |
|
|||||
|
2023
Q4 | $904K | Hold |
|
|||||
|
2023
Q3 | $908K | Buy |
|
|||||
|
2023
Q2 | $896K | Buy |
|
|||||
|
2023
Q1 | $768K | Buy |
|
|||||
|
2022
Q4 | $750K | Buy |
|
|||||
|
2022
Q3 | $671K | Buy |
|
|||||
|
2022
Q2 | $532K | Buy |
|
|||||
|
2022
Q1 | $525K | Hold |
|
|||||
|
2021
Q4 | $535K | Buy |
|