R.M. Davis Inc’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 | $306K | Sell |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $333K | Buy |
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