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Legacy Wealth Management (Idaho)’s Marsh & McLennan MMC Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.94K Sell
18
-7
-28% -$1.53K ﹤0.01% 422
2025
Q1 		$6.1K Hold
25
– – ﹤0.01% 395
2024
Q4 		$5.69K Sell
25
-39
-61% -$8.87K ﹤0.01% 363
2024
Q3 		$14.4K Buy
+64
New +$14.4K 0.01% 258