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

HCR Wealth Advisors’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
2025 Q3	$266K	Sell
2025 Q2	$293K	Hold
2025 Q1	$327K	Hold
2024 Q4	$284K	Sell
2024 Q3	$327K	Hold
2024 Q2	$309K	Hold
2024 Q1	$302K	Sell
2023 Q4	$292K	Buy