GW & Wade’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$725K Sell
3,825
-1,225
-24% -$232K 0.02% 259
2023
Q3
$961K Buy
+5,050
New +$961K 0.04% 214