Red Door 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
Q3
$224K Sell
2025
Q2
$1.24M Buy
2025
Q1
$1.16M Buy
2024
Q4
$980K Buy
2024
Q3
$1.01M Sell
2024
Q2
$956K Hold
2024
Q1
$935K Buy
2023
Q4
$746K Buy