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Broadway Wealth Solutions’s Marsh & McLennan MMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Hold
5,133
0.7% 19
2025
Q1
$1.25M Buy
5,133
+26
+0.5% +$6.35K 0.91% 17
2024
Q4
$1.08M Buy
+5,107
New +$1.08M 0.82% 17