Powell Investment 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 | $475K | Hold |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $526K | Hold |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $486K | Hold |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $449K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $408K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $262K | Buy |
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