TFC Financial 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
Q3 | $7.26K | Hold |
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|
2025
Q2 | $7.87K | Hold |
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|
2025
Q1 | $8.79K | Hold |
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|
2024
Q4 | $7.65K | Hold |
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|
2024
Q3 | $8.03K | Buy |
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|
2024
Q2 | $7.17K | Sell |
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|
2024
Q1 | $7.42K | Buy |
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|
2023
Q4 | $6.44K | Hold |
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|
2023
Q3 | $6.47K | Hold |
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|
2023
Q2 | $6.39K | Buy |
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|
2023
Q1 | $4.5K | Buy |
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|
2022
Q4 | $3.31K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $19K | Buy |
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