Tyler-Stone 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
Q2 | $238K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $97.8K | Sell |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $107K | Buy |
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|
2022
Q4 | $89K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $91K | Sell |
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|
2021
Q4 | $94K | Buy |
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