FAS Wealth Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,386
+380
| +38% | +$83.1K | 0.02% | 263 |
|
|
2025
Q1 | $246K | Buy |
1,006
+2
| +0.2% | +$488 | 0.02% | 271 |
|
|
2024
Q4 | $213K | Buy |
1,004
+2
| +0.2% | +$425 | 0.02% | 289 |
|
|
2024
Q3 | $224K | Buy |
1,002
+2
| +0.2% | +$446 | 0.02% | 286 |
|
|
2024
Q2 | $211K | Buy |
1,000
+2
| +0.2% | +$421 | 0.02% | 283 |
|
|
2024
Q1 | $206K | Buy |
+998
| New | +$206K | 0.02% | 289 |
|