Strategic Wealth Partners’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 | $258K | Sell |
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|
2025
Q2 | $540K | Buy |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $454K | Buy |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Buy |
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