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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
1,820
-1
-0.1% -$219 0.27% 62
2025
Q1
$444K Hold
1,821
0.32% 60
2024
Q4
$387K Buy
+1,821
New +$387K 0.26% 68