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Benchmark Financial Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Benchmark Financial 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 		$267K Buy
1,219
+31
+3% +$6.78K 0.09% 93
2025
Q1 		$290K Sell
1,188
-65
-5% -$15.9K 0.11% 84
2024
Q4 		$266K Buy
1,253
+4
+0.3% +$849 0.09% 84
2024
Q3 		$279K Buy
+1,249
New +$279K 0.09% 78