Coign Capital Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
2,769
+55
+2% +$12K 0.41% 57
2025
Q1
$662K Sell
2,714
-21
-0.8% -$5.13K 0.51% 38
2024
Q4
$581K Buy
+2,735
New +$581K 0.54% 53