J.W. Cole Advisors’s Marsh & McLennan MMC Stock Holding History

J.W. Cole Advisors’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 Q3	$415K	Sell
2025 Q2	$517K	Buy
2025 Q1	$421K	Buy
2024 Q4	$317K	Buy
2024 Q3	$241K	Sell
2024 Q2	$229K	Sell
2024 Q1	$237K	Buy
2022 Q2	–	Sell
2022 Q1	$207K	Sell
2021 Q4	$230K	Buy