FAM
Fulcrum Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,050
| New | +$230K | 0.18% | 87 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 121 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 205 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 155 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 157 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 145 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 145 |
|