Brass Tax Wealth Management’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
$1.88M Buy
8,582
+6
+0.1% +$1.31K 0.36% 39
2025
Q1
$2.09M Sell
8,576
-183
-2% -$44.7K 0.44% 35
2024
Q4
$1.86M Buy
8,759
+5
+0.1% +$1.06K 0.39% 38
2024
Q3
$1.95M Buy
+8,754
New +$1.95M 0.42% 34