Activest Wealth Management’s Marsh & McLennan MMC Stock Holding History

Activest Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.3K	Sell
2025 Q1	$28.1K	Buy
2024 Q4	$850	Buy
2023 Q3	–	Sell
2023 Q2	$7.03K	Hold
2023 Q1	$6.66K	Buy