Spire 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 | $1.81M | Buy |
|
|||||
|
2025
Q2 | $688K | Sell |
|
|||||
|
2025
Q1 | $3.74M | Buy |
|
|||||
|
2024
Q4 | $969K | Sell |
|
|||||
|
2024
Q3 | $2.64M | Buy |
|
|||||
|
2024
Q2 | $715K | Sell |
|
|||||
|
2024
Q1 | $870K | Sell |
|
|||||
|
2023
Q4 | $910K | Buy |
|
|||||
|
2023
Q3 | $696K | Buy |
|
|||||
|
2023
Q2 | $207K | Sell |
|
|||||
|
2023
Q1 | $190K | Buy |
|
|||||
|
2022
Q4 | $174K | Buy |
|
|||||
|
2022
Q3 | $140K | Sell |
|
|||||
|
2022
Q2 | $150K | Sell |
|
|||||
|
2022
Q1 | $257K | Sell |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2021
Q3 | $209K | Buy |
|
|||||
|
2021
Q2 | $189K | Sell |
|
|||||
|
2021
Q1 | $225K | Buy |
|