Wealth Management Associates’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 | $218K | Hold |
|
|||||
|
2025
Q2 | $237K | Sell |
|
|||||
|
2025
Q1 | $304K | Hold |
|
|||||
|
2024
Q4 | $264K | Buy |
|
|||||
|
2024
Q3 | $245K | Hold |
|
|||||
|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $232K | Sell |
|
|||||
|
2023
Q4 | $224K | Sell |
|
|||||
|
2023
Q3 | $246K | Buy |
|
|||||
|
2023
Q2 | $225K | Sell |
|
|||||
|
2023
Q1 | $209K | Hold |
|
|||||
|
2022
Q4 | $208K | Sell |
|
|||||
|
2022
Q3 | $220K | Sell |
|
|||||
|
2022
Q2 | $267K | Hold |
|
|||||
|
2022
Q1 | $293K | Sell |
|
|||||
|
2021
Q4 | $305K | Buy |
|
|||||
|
2021
Q3 | $250K | Hold |
|
|||||
|
2021
Q2 | $233K | Buy |
|