IAG Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2023
Q1
Sell
2022
Q4
$10.8K Buy
2020
Q3
Sell
2020
Q2
$3K Hold
2020
Q1
$2K Hold
2019
Q4
$3K Buy