Breakwater Capital Group’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Sell
2025
Q2
$309K Sell
2025
Q1
$350K Sell
2024
Q4
$314K Sell
2024
Q3
$331K Buy
2024
Q2
$303K Hold
2024
Q1
$296K Buy