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Evelyn Partners Investment Management’s Marsh & McLennan MMC Stock Holding History

Evelyn Partners Investment Management’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.5M Buy
37,029
+14,829
+67% +$1.4M 0.14% 66
2025
Q1 		$4.67M Buy
+22,200
New +$4.67M 0.21% 61