FIC
Family Investment Center’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-974
| Closed | -$238K | – | 98 |
|
|
2025
Q1 | $238K | Sell |
974
-38
| -4% | -$9.27K | 0.06% | 70 |
|
|
2024
Q4 | $215K | Sell |
1,012
-35
| -3% | -$7.43K | 0.05% | 85 |
|
|
2024
Q3 | $234K | Hold |
1,047
| – | – | 0.06% | 80 |
|
|
2024
Q2 | $221K | Hold |
1,047
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $216K | Buy |
+1,047
| New | +$216K | 0.07% | 77 |
|