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Fiducient Advisors’s Marsh & McLennan MMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,936
Closed -$811K 152
2024
Q1
$811K Sell
3,936
-925
-19% -$191K 0.16% 61
2023
Q4
$921K Buy
4,861
+883
+22% +$167K 0.17% 49
2023
Q3
$757K Buy
+3,978
New +$757K 0.04% 60