Transcend Capital 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
Q2 | $3.84M | Sell |
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|
2025
Q1 | $4.82M | Buy |
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|
2024
Q4 | $4.13M | Buy |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $2.1M | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.32M | Buy |
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