SeaCrest Wealth Management’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 | $330K | Sell |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $120K | Sell |
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|
2018
Q4 | $103K | Sell |
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|
2018
Q3 | $111K | Buy |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $102K | Sell |
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|
2017
Q4 | $102K | Buy |
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