Williams Jones 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 | $657K | Sell |
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|
2025
Q2 | $722K | Hold |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $791K | Hold |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $785K | Hold |
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|
2024
Q1 | $767K | Hold |
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|
2023
Q4 | $706K | Hold |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $620K | Hold |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $821K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $530K | Buy |
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