Copia Wealth Management’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
$13.6K Hold
62
0.01% 266
2025
Q1
$15.1K Hold
62
0.01% 244
2024
Q4
$13.2K Buy
+62
New +$13.2K 0.01% 236