Schechter Investment 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
Q1 | $876K | Sell |
|
|||||
|
2024
Q4 | $842K | Sell |
|
|||||
|
2024
Q3 | $1.01M | Buy |
|
|||||
|
2024
Q2 | $935K | Buy |
|
|||||
|
2024
Q1 | $876K | Buy |
|
|||||
|
2023
Q4 | $778K | Sell |
|
|||||
|
2023
Q3 | $844K | Buy |
|
|||||
|
2023
Q2 | $828K | Buy |
|
|||||
|
2023
Q1 | $700K | Buy |
|
|||||
|
2022
Q4 | $643K | Buy |
|
|||||
|
2022
Q3 | $568K | Sell |
|
|||||
|
2022
Q2 | $682K | Buy |
|
|||||
|
2022
Q1 | $470K | Buy |
|
|||||
|
2021
Q4 | $396K | Buy |
|