Westover Capital 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 | $239K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $392K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $329K | Buy |
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