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Heritage Wealth Management (Ohio)’s Marsh & McLennan MMC Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$405K Hold
1,852
– – 0.13% 161
2025
Q1 		$452K Hold
1,852
– – 0.15% 145
2024
Q4 		$393K Hold
1,852
– – 0.13% 155
2024
Q3 		$413K Hold
1,852
– – 0.14% 156
2024
Q2 		$396K Buy
+1,852
New +$396K 0.13% 154