Cherry Tree Wealth Management’s Marsh & McLennan MMC Stock Holding History

Cherry Tree Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.6K	Hold
2025 Q2	$26.7K	Sell
2025 Q1	$32.2K	Hold
2024 Q4	$28K	Buy
2024 Q3	$28.8K	Hold
2024 Q2	$27.2K	Hold
2024 Q1	$26.6K	Hold
2023 Q4	$24.4K	Hold
2023 Q3	$24.5K	Buy
2023 Q2	$16.7K	Buy