Stockman 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 | $412K | Hold |
|
|||||
|
2025
Q2 | $447K | Sell |
|
|||||
|
2025
Q1 | $572K | Sell |
|
|||||
|
2024
Q4 | $501K | Hold |
|
|||||
|
2024
Q3 | $526K | Sell |
|
|||||
|
2024
Q2 | $498K | Sell |
|
|||||
|
2024
Q1 | $488K | Sell |
|
|||||
|
2023
Q4 | $476K | Sell |
|
|||||
|
2023
Q3 | $479K | Buy |
|
|||||
|
2023
Q2 | $472K | Sell |
|
|||||
|
2023
Q1 | $448K | Sell |
|
|||||
|
2022
Q4 | $462K | Hold |
|
|||||
|
2022
Q3 | $417K | Buy |
|
|||||
|
2022
Q2 | $432K | Hold |
|
|||||
|
2022
Q1 | $475K | Sell |
|
|||||
|
2021
Q4 | $519K | Sell |
|
|||||
|
2021
Q3 | $471K | Buy |
|
|||||
|
2021
Q2 | $434K | Sell |
|
|||||
|
2021
Q1 | $382K | Sell |
|
|||||
|
2020
Q4 | $374K | Hold |
|
|||||
|
2020
Q3 | $366K | Sell |
|
|||||
|
2020
Q2 | $344K | Sell |
|
|||||
|
2020
Q1 | $284K | Sell |
|
|||||
|
2019
Q4 | $392K | Sell |
|
|||||
|
2019
Q3 | $353K | Hold |
|
|||||
|
2019
Q2 | $352K | Hold |
|
|||||
|
2019
Q1 | $331K | Sell |
|
|||||
|
2018
Q4 | $293K | Hold |
|
|||||
|
2018
Q3 | $304K | Buy |
|
|||||
|
2018
Q2 | $267K | Buy |
|
|||||
|
2018
Q1 | $233K | Buy |
|