Florida Financial Advisors’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
Q3
$566K Sell
2025
Q2
$684K Sell
2025
Q1
$768K Buy
2024
Q4
$588K Buy
2024
Q3
$547K Sell
2024
Q2
$566K Sell
2024
Q1
$568K Sell
2023
Q4
$533K Buy