Western Wealth Management’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 | $865K | Sell |
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|
2025
Q2 | $957K | Buy |
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|
2025
Q1 | $998K | Sell |
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|
2024
Q4 | $906K | Buy |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $861K | Buy |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $753K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $360K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $239K | Buy |
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