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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,049
Closed -$893K 322
2023
Q1
$893K Buy
+5,049
New +$893K 0.17% 178