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AGH Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

AGH Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$401K Buy
1,836
+31
+2% +$6.78K 0.33% 64
2025
Q1 		$440K Sell
1,805
-67
-4% -$16.4K 0.42% 53
2024
Q4 		$398K Buy
+1,872
New +$398K 0.37% 60