AWM
Activest Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
93
-22
| -19% | -$4.81K | ﹤0.01% | 322 |
|
|
2025
Q1 | $28.1K | Buy |
115
+111
| +2,775% | +$27.1K | 0.01% | 249 |
|
|
2024
Q4 | $850 | Buy |
+4
| New | +$850 | ﹤0.01% | 475 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$7.03K | – | 442 |
|
|
2023
Q2 | $7.03K | Hold |
40
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $6.66K | Buy |
+40
| New | +$6.66K | ﹤0.01% | 196 |
|