Stiles 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 | $309K | Buy |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $681K | Buy |
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