Waypoint Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $608K | Sell |
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|
2022
Q1 | $668K | Buy |
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|
2021
Q4 | $677K | Buy |
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