Trifecta 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
Q3 | $58.2K | Hold |
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|
2025
Q2 | $63.2K | Hold |
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2025
Q1 | $70.5K | Hold |
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|
2024
Q4 | $61.4K | Hold |
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|
2024
Q3 | $64.5K | Sell |
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|
2024
Q2 | $73.8K | Buy |
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|
2024
Q1 | $59.5K | Hold |
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|
2023
Q4 | $54.8K | Hold |
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|
2023
Q3 | $55K | Buy |
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|
2023
Q2 | $26.1K | Hold |
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|
2023
Q1 | $23.2K | Hold |
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|
2022
Q4 | $23K | Buy |
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