Wealthcare Advisory Partners’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 | $2.01M | Buy |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $970K | Buy |
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|
2020
Q3 | $929K | Sell |
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|
2020
Q2 | $979K | Sell |
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|
2020
Q1 | $983K | Buy |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $191K | Hold |
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|
2019
Q1 | $180K | Hold |
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|
2018
Q4 | $153K | Hold |
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|
2018
Q3 | $158K | Hold |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $158K | Buy |
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|
2017
Q4 | $83K | Hold |
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|
2017
Q3 | $85K | Buy |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $75K | Hold |
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|
2016
Q4 | $69K | Hold |
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|
2016
Q3 | $68K | Hold |
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|
2016
Q2 | $70K | Buy |
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