Talisman Wealth 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 | $413K | Hold |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $433K | Hold |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $300K | Buy |
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