True Wealth Design’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 | $100K | Buy |
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|
2025
Q2 | $8.13K | Sell |
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|
2025
Q1 | $10.3K | Buy |
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|
2024
Q4 | $5.35K | Sell |
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|
2024
Q3 | $14.5K | Sell |
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|
2024
Q2 | $17.9K | Hold |
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|
2024
Q1 | $17.5K | Hold |
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|
2023
Q4 | $16.1K | Sell |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $148K | Sell |
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|
2023
Q1 | $134K | Buy |
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|
2022
Q4 | $130K | Buy |
|