Cornerstone Wealth Group’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$282K Buy
2025
Q1
$313K Buy
2024
Q4
$271K Buy
2024
Q3
$279K Buy
2024
Q2
$255K Buy
2024
Q1
$231K Buy