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Moss Adams Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Moss Adams Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Buy
1,158
+108
+10% +$23.6K 0.02% 214
2025
Q1 		$256K Sell
1,050
-103
-9% -$25.1K 0.03% 175
2024
Q4 		$245K Buy
1,153
+106
+10% +$22.5K 0.03% 170
2024
Q3 		$234K Buy
+1,047
New +$234K 0.03% 177