Summit Trail Advisors’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 | $2.71M | Buy |
|
|||||
|
2025
Q2 | $2.29M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.57M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | $922K | Buy |
|
|||||
|
2023
Q4 | $640K | Sell |
|
|||||
|
2023
Q3 | $733K | Buy |
|
|||||
|
2023
Q2 | $669K | Buy |
|
|||||
|
2023
Q1 | $326K | Buy |
|
|||||
|
2022
Q4 | $216K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $246K | Buy |
|
|||||
|
2017
Q4 | $355K | Buy |
|