WestHill Financial Advisors’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 | $430K | Hold |
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|
2025
Q2 | $466K | Hold |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $206K | Buy |
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