West Family Investments’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 | $1.18M | Sell |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.19M | Hold |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $950K | Buy |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $833K | Hold |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $721K | Hold |
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|
2022
Q4 | $717K | Hold |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $698K | Sell |
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|
2022
Q1 | $824K | Hold |
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|
2021
Q4 | $840K | Sell |
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|
2021
Q3 | $764K | Buy |
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|
2021
Q2 | $652K | Buy |
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