MAM
McLean Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,027
+21
| +2% | +$4.47K | 0.06% | 156 |
|
|
2025
Q1 | $222K | Buy |
1,006
+30
| +3% | +$6.62K | 0.07% | 137 |
|
|
2024
Q4 | $207K | Buy |
976
+7
| +0.7% | +$1.49K | 0.06% | 151 |
|
|
2024
Q3 | $215K | Sell |
969
-3
| -0.3% | -$667 | 0.06% | 154 |
|
|
2024
Q2 | $209K | Buy |
+972
| New | +$209K | 0.07% | 148 |
|