Clearstead Trust’s Marsh & McLennan MMC Stock Holding History

Clearstead Trust’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$169K	Buy
2025 Q2	$174K	Buy
2025 Q1	$117K	Buy
2024 Q4	$6.37K	Sell
2024 Q3	$7.59K	Sell
2024 Q2	$11.6K	Hold
2024 Q1	$11.3K	Hold
2023 Q4	$10.4K	Hold
2023 Q3	$10.5K	Buy