Sequoia Financial 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
Q3 | $3.58M | Sell |
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|
2025
Q2 | $40.4M | Buy |
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|
2025
Q1 | $41.6M | Buy |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $25.8M | Buy |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $17.8M | Sell |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $700K | Buy |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $208K | Buy |
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