Bison Wealth’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$651K Buy
3,064
+869
+40% +$185K 0.14% 123
2024
Q3
$490K Buy
+2,195
New +$490K 0.08% 236