Proficio Capital Partners’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 | $271K | Sell |
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|
2025
Q2 | $718K | Buy |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $319K | Sell |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $270K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $42K | Buy |
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|
2018
Q3 | $42K | Sell |
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|
2018
Q2 | $42K | Buy |
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|
2018
Q1 | $42K | Buy |
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|
2017
Q4 | $36K | Buy |
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|
2017
Q3 | $34K | Sell |
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|
2017
Q2 | $34K | Sell |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q4 | $29K | Sell |
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|
2016
Q3 | $31K | Sell |
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|
2016
Q2 | $31K | Sell |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $4K | Buy |
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