Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $243K | Buy |
|