First Affirmative Financial Network’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$353K Sell
2024
Q4
$350K Sell
2024
Q3
$405K Buy
2024
Q2
$330K Sell
2024
Q1
$326K Buy
2023
Q4
$229K Buy