Waldron Private Wealth’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 | $412K | Buy |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $711K | Sell |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $206K | Buy |
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