Access Financial Services’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
7,056
+186
+3% +$40.7K 0.58% 36
2025
Q1
$1.68M Buy
6,870
+1,114
+19% +$272K 0.67% 27
2024
Q4
$1.22M Buy
+5,756
New +$1.22M 0.54% 50