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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
13,566
+477
+4% +$104K 0.09% 250
2025
Q1
$3.19M Buy
13,089
+1,463
+13% +$357K 0.11% 232
2024
Q4
$2.47M Buy
+11,626
New +$2.47M 0.08% 241