Venturi 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
Q3 | $928K | Sell |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $966K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $868K | Buy |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q3 | $589K | Buy |
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