GWA
Gratus Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
1,946
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $475K | Sell |
1,946
-114
| -6% | -$27.8K | 0.08% | 93 |
|
|
2024
Q4 | $438K | Hold |
2,060
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $453K | Hold |
2,060
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $447K | Sell |
2,060
-89
| -4% | -$19.3K | 0.08% | 95 |
|
|
2024
Q1 | $434K | Hold |
2,149
| – | – | 0.08% | 96 |
|
|
2023
Q4 | $407K | Buy |
+2,149
| New | +$407K | 0.08% | 96 |
|