Summit Securities 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
$171K Buy
2025
Q2
$72.6K Buy
2024
Q1
Sell
2023
Q4
$0 Sell
2023
Q3
$2K Sell
2023
Q2
$121K Sell
2023
Q1
$162K Buy
2022
Q4
$83K Buy
2022
Q3
Sell
2022
Q2
$163K Buy
2022
Q1
$35K Buy