Robertson Stephens Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
1,236
-218
| -15% | -$47.7K | 0.01% | 473 |
|
|
2025
Q1 | $355K | Buy |
+1,454
| New | +$355K | 0.01% | 418 |
|
|
2024
Q4 | – | Sell |
-3,703
| Closed | -$826K | – | 607 |
|
|
2024
Q3 | $826K | Sell |
3,703
-620
| -14% | -$138K | 0.03% | 309 |
|
|
2024
Q2 | $911K | Buy |
4,323
+143
| +3% | +$30.1K | 0.05% | 237 |
|
|
2024
Q1 | $861K | Buy |
+4,180
| New | +$861K | 0.05% | 252 |
|