RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $540K | Hold |
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|
2019
Q1 | $509K | Buy |
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