EWM
Evermay Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $13.4K | Hold |
55
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $11.7K | Hold |
55
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $12.3K | Hold |
55
| – | – | ﹤0.01% | 442 |
|
|
2024
Q2 | $11.6K | Hold |
55
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $11.3K | Sell |
55
-4
| -7% | -$824 | ﹤0.01% | 456 |
|
|
2023
Q4 | $11.2K | Buy |
59
+4
| +7% | +$758 | ﹤0.01% | 440 |
|
|
2023
Q3 | $10.5K | Buy |
+55
| New | +$10.5K | ﹤0.01% | 423 |
|