Shira Ridge 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 | $739K | Buy |
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|
2025
Q2 | $802K | Sell |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | $825K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $756K | Hold |
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|
2023
Q4 | $695K | Buy |
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|
2023
Q3 | $683K | Sell |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $507K | Hold |
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|
2022
Q4 | $504K | Buy |
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