Pinnacle Wealth Planning Services’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 | $733K | Sell |
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|
2025
Q2 | $832K | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $707K | Sell |
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|
2022
Q2 | $738K | Buy |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $341K | Sell |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $369K | Buy |
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|
2018
Q2 | $361K | Buy |
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|
2018
Q1 | $357K | Buy |
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|
2017
Q4 | $69K | Buy |
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