Evernest Financial Advisors’s Marsh & McLennan MMC Stock Holding History

Evernest Financial Advisors’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	$477K	Sell
2025 Q2	$549K	Buy
2025 Q1	$531K	Hold
2024 Q4	$462K	Sell
2024 Q3	$498K	Buy
2024 Q2	$437K	Sell
2024 Q1	$429K	Buy
2023 Q4	$336K	Buy
2021 Q4	$353K	Buy