Stonegate Investment Group’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
$4.89M Buy
2025
Q2
$5.27M Sell
2025
Q1
$6.14M Sell
2024
Q4
$5.35M Sell
2024
Q3
$6.14M Sell
2024
Q2
$6.4M Sell
2024
Q1
$6.28M Sell
2023
Q4
$5.96M Sell
2023
Q3
$6.1M Sell
2023
Q2
$7.64M Sell
2023
Q1
$6.89M Sell
2022
Q4
$7.37M Sell
2022
Q3
$6.86M Sell
2022
Q2
$7.22M Buy
2022
Q1
$7.83M Sell
2021
Q4
$8.23M Buy