Executive Wealth Management’s Marsh & McLennan MMC Stock Holding History

Executive Wealth Management’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
2024 Q4	$7.83M	Sell
2024 Q3	$8.34M	Buy
2024 Q2	–	Sell
2024 Q1	$7.43M	Buy
2023 Q4	$6.25M	Buy
2023 Q3	$5.25M	Buy
2019 Q3	–	Sell
2019 Q2	$6K	Hold
2019 Q1	$5K	Sell
2018 Q4	$5K	Buy