Marcum Wealth’s Marsh & McLennan MMC Stock Holding History

Marcum Wealth’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 Q1	$331K	Sell
2024 Q4	$289K	Sell
2024 Q3	$304K	Sell
2024 Q2	$335K	Buy
2024 Q1	$261K	Buy
2023 Q4	$221K	Sell
2023 Q3	$229K	Sell
2023 Q2	$231K	Sell
2023 Q1	$207K	Buy