Acorn Creek Capital’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
$276K Sell
2025
Q2
$310K Sell
2025
Q1
$368K Sell
2024
Q4
$338K Buy
2024
Q3
$354K Buy
2024
Q2
$333K Buy
2024
Q1
$319K Buy
2023
Q4
$288K Buy