Wealth Enhancement Advisory Services’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 | $39M | Buy |
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|
2025
Q2 | $30.3M | Buy |
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|
2025
Q1 | $25.3M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $8.67M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $5.02M | Buy |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $6.95M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $833K | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $931K | Buy |
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