Frank Rimerman Advisors’s Marsh & McLennan MMC Stock Holding History

Frank Rimerman Advisors’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$632K	Sell
2025 Q2	$742K	Sell
2025 Q1	$926K	Buy
2024 Q4	$763K	Sell
2024 Q3	$802K	Buy
2024 Q2	$720K	Buy
2024 Q1	$5.97K	Hold
2023 Q4	$5.5K	Buy