Union Heritage Capital’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 | $2.83M | Hold |
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|
2025
Q2 | $3.07M | Hold |
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|
2025
Q1 | $3.43M | Hold |
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|
2024
Q4 | $2.99M | Hold |
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|
2024
Q3 | $3.14M | Hold |
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|
2024
Q2 | $2.96M | Hold |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.27M | Hold |
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|
2023
Q3 | $2.28M | Hold |
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|
2023
Q2 | $2.26M | Hold |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $1.99M | Hold |
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|
2022
Q3 | $1.79M | Hold |
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|
2022
Q2 | $1.86M | Hold |
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|
2022
Q1 | $2.04M | Hold |
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|
2021
Q4 | $2.09M | Hold |
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|
2021
Q3 | $1.82M | Hold |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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