Quadrant Private Wealth Management’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
Q2 | $996K | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $975K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $949K | Buy |
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|
2024
Q1 | $915K | Buy |
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|
2023
Q4 | $840K | Hold |
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|
2023
Q3 | $844K | Hold |
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|
2023
Q2 | $834K | Hold |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q2 | $695K | Sell |
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|
2022
Q1 | $769K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $735K | Buy |
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