Daymark Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Daymark Wealth Partners’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	$296K	Sell
2025 Q2	$375K	Buy
2025 Q1	$299K	Sell
2024 Q4	$384K	Buy
2024 Q3	$307K	Sell
2024 Q2	$377K	Buy
2024 Q1	$230K	Buy