Willow Creek 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 | $344K | Sell |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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