YHB Investment 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 | $253K | Hold |
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|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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