Rothschild Investment LLC’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 | $377K | Sell |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $122K | Sell |
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|
2023
Q4 | $122K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.03M | Hold |
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|
2019
Q4 | $1.32M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.69M | Hold |
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|
2017
Q4 | $1.66M | Hold |
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|
2017
Q3 | $1.71M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.51M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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