RMR Wealth Builders’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 | $2.06M | Sell |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.83M | Hold |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.47M | Hold |
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|
2022
Q4 | $1.46M | Hold |
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|
2022
Q3 | $1.32M | Hold |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.71M | Hold |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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