Smith Salley 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 | $1.06M | Buy |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $448K | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $239K | Buy |
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