Wedmont Private Capital’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
$1.43M Sell
2025
Q2
$1.66M Sell
2025
Q1
$1.83M Buy
2024
Q4
$1.55M Buy
2024
Q3
$1.61M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.39M Buy
2023
Q4
$1.29M Buy
2023
Q3
$1.26M Buy
2023
Q2
$1.08M Buy
2023
Q1
$916K Buy
2022
Q4
$821K Buy
2022
Q3
$664K Buy
2022
Q2
$602K Buy
2022
Q1
$600K Buy
2021
Q4
$479K Buy