Rossmore Private Capital’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
$265K Hold
2025
Q2
$287K Sell
2025
Q1
$368K Buy
2024
Q4
$273K Buy
2024
Q3
$260K Hold
2024
Q2
$246K Sell
2024
Q1
$243K Hold
2023
Q4
$224K Sell
2023
Q3
$226K Sell
2023
Q2
$228K Hold
2023
Q1
$202K Hold
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$211K Buy
2018
Q1
Sell
2017
Q4
$24.5K Buy