MSWM
Mowery & Schoenfeld Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
582
-23
| -4% | -$5.03K | 0.19% | 61 |
|
|
2025
Q1 | $148K | Buy |
605
+24
| +4% | +$5.85K | 0.29% | 60 |
|
|
2024
Q4 | $123K | Buy |
581
+168
| +41% | +$35.7K | 0.24% | 59 |
|
|
2024
Q3 | $92.1K | Hold |
413
| – | – | 0.15% | 66 |
|
|
2024
Q2 | $87K | Hold |
413
| – | – | 0.13% | 67 |
|
|
2024
Q1 | $85.1K | Buy |
413
+355
| +612% | +$73.1K | 0.16% | 58 |
|
|
2023
Q4 | $11K | Buy |
+58
| New | +$11K | 0.02% | 110 |
|