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Genesis Private Wealth’s Marsh & McLennan MMC Stock Holding History

Genesis Private Wealth’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Buy
1,311
+19
+1% +$4.15K 0.14% 95
2025
Q1 		$315K Buy
1,292
+74
+6% +$18.1K 0.17% 77
2024
Q4 		$259K Buy
+1,218
New +$259K 0.14% 95