RWA Wealth Partners’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 | $1.39M | Sell |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $579K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $179K | Sell |
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|
2017
Q4 | $830K | Buy |
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|
2017
Q3 | $855K | Buy |
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|
2017
Q2 | $793K | Hold |
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|
2017
Q1 | $751K | Buy |
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