Plante Moran Financial Advisors’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 | $62.9K | Buy |
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|
2025
Q2 | $56.4K | Buy |
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|
2025
Q1 | $61.3K | Sell |
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|
2024
Q4 | $342K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $171K | Sell |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $148K | Buy |
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|
2021
Q2 | $137K | Buy |
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|
2021
Q1 | $119K | Sell |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $104K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $61K | Buy |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $24K | Sell |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | $33K | Sell |
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|
2017
Q4 | $63K | Buy |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q2 | $30K | Sell |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $27K | Buy |
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|
2016
Q3 | $22K | Buy |
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|
2016
Q2 | $17K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $11K | Sell |
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|
2015
Q2 | $24K | Buy |
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|
2015
Q1 | $7K | Buy |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Buy |
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