Connecticut Wealth Management’s Marsh & McLennan MMC Stock Holding History

Connecticut Wealth Management’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	$884K	Sell
2025 Q2	$994K	Sell
2025 Q1	$1.14M	Sell
2024 Q4	$1.03M	Buy
2024 Q3	$1.03M	Buy
2024 Q2	$963K	Buy
2024 Q1	$903K	Buy
2023 Q4	$815K	Buy
2023 Q3	$525K	Buy