Halpern Financial’s Marsh & McLennan MMC Stock Holding History

Halpern Financial’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.57K	Hold
2024 Q2	$3.37K	Buy
2021 Q2	–	Sell
2021 Q1	$853	Sell
2020 Q4	$11.7K	Hold
2020 Q3	$11.5K	Hold
2020 Q2	$10.7K	Hold
2020 Q1	$8.65K	Hold
2019 Q4	$11.1K	Buy