FSM Wealth 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
$381K Buy
2025
Q2
$380K Buy
2025
Q1
$408K Buy
2024
Q4
$324K Buy
2024
Q3
$309K Buy
2024
Q2
$270K Buy
2024
Q1
$262K Buy
2023
Q4
$219K Sell
2023
Q3
$222K Buy