AW
MMC icon

Alteri Wealth’s Marsh & McLennan MMC Stock Holding History

Alteri Wealth’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$255K Sell
1,167
-222
-16% -$48.5K 0.1% 225
2025
Q1 		$339K Sell
1,389
-206
-13% -$50.3K 0.15% 169
2024
Q4 		$339K Buy
+1,595
New +$339K 0.09% 167