FWA
FSM Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,783
+110
| +7% | +$23.4K | 0.06% | 186 |
|
|
2025
Q1 | $408K | Buy |
1,673
+175
| +12% | +$42.7K | 0.09% | 126 |
|
|
2024
Q4 | $324K | Buy |
1,498
+115
| +8% | +$24.9K | 0.08% | 132 |
|
|
2024
Q3 | $309K | Buy |
1,383
+101
| +8% | +$22.5K | 0.08% | 127 |
|
|
2024
Q2 | $270K | Buy |
1,282
+9
| +0.7% | +$1.9K | 0.09% | 125 |
|
|
2024
Q1 | $262K | Buy |
1,273
+119
| +10% | +$24.5K | 0.09% | 132 |
|
|
2023
Q4 | $219K | Sell |
1,154
-10
| -0.9% | -$1.9K | 0.09% | 146 |
|
|
2023
Q3 | $222K | Buy |
+1,164
| New | +$222K | 0.11% | 134 |
|