Capital A 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
Q1
$108K Buy
441
+59
+15% +$14.4K 0.11% 101
2024
Q4
$81.1K Buy
+382
New +$81.1K 0.13% 122