MLRA
Main Line Retirement Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
1,419
| – | – | 0.18% | 33 |
|
|
2025
Q1 | $346K | Buy |
1,419
+1
| +0.1% | +$244 | 0.22% | 29 |
|
|
2024
Q4 | $301K | Buy |
1,418
+1
| +0.1% | +$212 | 0.2% | 31 |
|
|
2024
Q3 | $316K | Hold |
1,417
| – | – | 0.22% | 26 |
|
|
2024
Q2 | $299K | Hold |
1,417
| – | – | 0.23% | 28 |
|
|
2024
Q1 | $292K | Buy |
1,417
+208
| +17% | +$42.8K | 0.23% | 28 |
|
|
2023
Q4 | $229K | Buy |
+1,209
| New | +$229K | 0.2% | 33 |
|
|
2023
Q2 | $227K | Buy |
+1,209
| New | +$227K | 0.21% | 27 |
|