MinichMacGregor Wealth Management’s Marsh & McLennan MMC Stock Holding History

MinichMacGregor Wealth Management’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 Q2	$5.1M	Sell
2025 Q1	$6.22M	Sell
2024 Q4	$8.32M	Buy
2024 Q3	$8.4M	Buy
2024 Q2	$7.73M	Buy
2024 Q1	$6.57M	Buy
2017 Q4	–	Sell
2017 Q3	$0	Buy