EA
Everpar Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
2,140
+122
| +6% | +$26.7K | 0.21% | 125 |
|
|
2025
Q1 | $492K | Sell |
2,018
-165
| -8% | -$40.3K | 0.26% | 101 |
|
|
2024
Q4 | $464K | Buy |
2,183
+18
| +0.8% | +$3.82K | 0.23% | 119 |
|
|
2024
Q3 | $483K | Sell |
2,165
-39
| -2% | -$8.7K | 0.25% | 123 |
|
|
2024
Q2 | $464K | Buy |
2,204
+597
| +37% | +$126K | 0.23% | 132 |
|
|
2024
Q1 | $331K | Sell |
1,607
-712
| -31% | -$147K | 0.2% | 164 |
|
|
2023
Q4 | $439K | Buy |
+2,319
| New | +$439K | 0.2% | 171 |
|