Thrive 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
Q3 | $726K | Buy |
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|
2025
Q2 | $704K | Sell |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $650K | Sell |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $466K | Buy |
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