Mowery & Schoenfeld Wealth Management’s Marsh & McLennan MMC Stock Holding History

Mowery & Schoenfeld 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	$127K	Sell
2025 Q1	$148K	Buy
2024 Q4	$123K	Buy
2024 Q3	$92.1K	Hold
2024 Q2	$87K	Hold
2024 Q1	$85.1K	Buy
2023 Q4	$11K	Buy