Prestige Wealth Management 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 | $303K | Buy |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $157K | Buy |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Buy |
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