Simon Quick 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
Sell
2025
Q1
$707K Buy
2024
Q4
$475K Buy
2024
Q3
$460K Buy
2024
Q2
$385K Buy
2024
Q1
$222K Buy
2020
Q2
Sell
2020
Q1
$4K Sell
2019
Q4
$7K Buy
2019
Q3
Sell
2019
Q2
$5.69K Buy
2018
Q3
Sell
2018
Q2
$3K Sell
2018
Q1
$13K Buy
2017
Q4
$10K Buy