Johnson & White Wealth Management’s Marsh & McLennan MMC Stock Holding History

Johnson & White Wealth Management’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	$306K	Hold
2025 Q2	$332K	Hold
2025 Q1	$371K	Buy
2024 Q4	$320K	Buy
2024 Q2	–	Sell
2024 Q1	$313K	Hold
2023 Q4	$288K	Hold
2023 Q3	$289K	Buy
2023 Q2	–	Sell
2023 Q1	$221K	Buy