River Wealth Advisors’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 | $2.5M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.03M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $2.74M | Sell |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | $2.84M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $860K | Buy |
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|
2020
Q2 | $501K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $51K | Sell |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $55K | Buy |
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