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Net Worth Advisory Group’s Marsh & McLennan MMC Stock Holding History

Net Worth Advisory Group’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$840K Sell
3,844
-100
-3% -$21.9K 0.19% 104
2025
Q1 		$962K Buy
3,944
+847
+27% +$207K 0.3% 59
2024
Q4 		$658K Buy
3,097
+5
+0.2% +$1.06K 0.2% 117
2024
Q3 		$690K Buy
+3,092
New +$690K 0.2% 123