Sowell Financial Services’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 | $901K | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $977K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $2.46M | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $1.95M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $43K | Buy |
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