Sage Mountain Advisors’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 | $951K | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $735K | Sell |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $204K | Buy |
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