Gratus Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Gratus Wealth 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 Q2	$425K	Hold
2025 Q1	$475K	Sell
2024 Q4	$438K	Hold
2024 Q3	$453K	Hold
2024 Q2	$447K	Sell
2024 Q1	$434K	Hold
2023 Q4	$407K	Buy