Sullivan, Bruyette, Speros & Blaney’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$135K Sell
2020
Q4
$142K Buy
2020
Q3
$138K Hold
2020
Q2
$129K Sell
2020
Q1
$111K Hold
2019
Q4
$142K Buy
2019
Q3
$121K Buy