Narus Financial Partners’s Marsh & McLennan MMC Stock Holding History

Narus Financial Partners’s Portfolio MMC Stock Details MMC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$218K	Buy
2019 Q4	$250K	Sell
2019 Q3	$285K	Hold
2019 Q2	$284K	Buy
2017 Q3	$465K	Buy
2017 Q2	$417K	Hold
2017 Q1	$395K	Hold
2016 Q4	$362K	Buy