TCV Trust & Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $354K | Hold |
|
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $217K | Buy |
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