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

Aprio 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 Q3	$440K	Sell
2025 Q2	$615K	Sell
2025 Q1	$719K	Buy
2024 Q4	$498K	Buy
2024 Q3	$422K	Buy
2024 Q2	$369K	Sell
2024 Q1	$411K	Buy
2023 Q4	$358K	Buy
2023 Q3	$263K	Buy