Moller Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Moller Wealth Partners’s Portfolio MMC Stock Details MMC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$1.37M	Buy
2019 Q1	–	Sell
2018 Q4	$953K	Buy
2014 Q4	–	Sell
2014 Q3	$612K	Hold
2014 Q2	$606K	Hold
2014 Q1	$577K	Hold
2013 Q4	$566K	Hold
2013 Q3	$510K	Hold
2013 Q2	$467K	Buy