FAFN
First Affirmative Financial Network’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $353K | Sell |
1,446
-204
| -12% | -$49.8K | 0.22% | 133 |
|
|
2024
Q4 | $350K | Sell |
1,650
-163
| -9% | -$34.6K | 0.2% | 135 |
|
|
2024
Q3 | $405K | Buy |
1,813
+249
| +16% | +$55.6K | 0.22% | 127 |
|
|
2024
Q2 | $330K | Sell |
1,564
-18
| -1% | -$3.79K | 0.23% | 134 |
|
|
2024
Q1 | $326K | Buy |
1,582
+376
| +31% | +$77.4K | 0.24% | 137 |
|
|
2023
Q4 | $229K | Buy |
+1,206
| New | +$229K | 0.18% | 189 |
|