Bingham Private Wealth’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-901
Closed -$220K 162
2025
Q1
$220K Sell
901
-65
-7% -$15.9K 0.23% 143
2024
Q4
$205K Buy
+966
New +$205K 0.22% 140