Stokes Family Office’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 | $385K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $666K | Sell |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $286K | Buy |
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