Everpar Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Sell
2025
Q2
$468K Buy
2025
Q1
$492K Sell
2024
Q4
$464K Buy
2024
Q3
$483K Sell
2024
Q2
$464K Buy
2024
Q1
$331K Sell
2023
Q4
$439K Buy