Roble Belko & Company’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 | $316K | Hold |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $186K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $93K | Buy |
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