MLA
My Legacy Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
3,181
+361
| +13% | +$77.5K | 0.24% | 116 |
|
|
2025
Q1 | $688K | Buy |
2,820
+33
| +1% | +$8.05K | 0.27% | 114 |
|
|
2024
Q4 | $592K | Buy |
2,787
+332
| +14% | +$70.6K | 0.23% | 117 |
|
|
2024
Q3 | $548K | Sell |
2,455
-204
| -8% | -$45.5K | 0.22% | 125 |
|
|
2024
Q2 | $560K | Buy |
2,659
+675
| +34% | +$142K | 0.18% | 142 |
|
|
2024
Q1 | $409K | Buy |
1,984
+375
| +23% | +$77.2K | 0.14% | 168 |
|
|
2023
Q4 | $310K | Buy |
+1,609
| New | +$310K | 0.11% | 180 |
|