J. Safra Asset Management’s Marsh & McLennan MMC Stock Holding History

J. Safra Asset Management’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$50.7K	Buy
2024 Q1	–	Sell
2023 Q4	$110K	Sell
2023 Q3	$141K	Hold
2023 Q2	$139K	Hold
2023 Q1	$123K	Buy
2022 Q3	–	Sell
2022 Q2	$0	Sell
2022 Q1	$0	Buy