Stratos 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 | $404K | Buy |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $75K | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $1.05M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $237K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $286K | Buy |
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|
2014
Q4 | $279K | Buy |
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