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Carolina Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Carolina Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.47K Hold
25
– – ﹤0.01% 181
2025
Q1 		$6.1K Hold
25
– – ﹤0.01% 179
2024
Q4 		$5.31K Hold
25
– – ﹤0.01% 194
2024
Q3 		$5.58K Buy
+25
New +$5.58K ﹤0.01% 221