Brandywine Oak 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
2022
Q1
Sell
-1,233
Closed -$214K 350
2021
Q4
$214K Sell
1,233
-286
-19% -$49.6K 0.02% 331
2021
Q3
$230K Sell
1,519
-144
-9% -$21.8K 0.03% 308
2021
Q2
$233K Buy
+1,663
New +$233K 0.03% 309