Walter & Keenan 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 | $558K | Buy |
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|
2025
Q1 | $620K | Buy |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $501K | Hold |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $265 | Hold |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $264K | Hold |
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|
2017
Q4 | $260K | Hold |
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|
2017
Q3 | $268K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $216K | Hold |
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|
2016
Q3 | $215K | Hold |
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|
2016
Q2 | $219K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $233K | Hold |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $238K | Hold |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $240K | Hold |
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|
2014
Q3 | $220K | Hold |
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|
2014
Q2 | $218K | Hold |
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|
2014
Q1 | $207K | Buy |
|