Nicolet Advisory Services’s Marsh & McLennan MMC Stock Holding History

Nicolet Advisory Services’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 Q3	$731K	Buy
2025 Q2	$578K	Sell
2025 Q1	$733K	Sell
2024 Q4	$689K	Buy
2024 Q3	$650K	Buy
2024 Q2	$613K	Buy
2024 Q1	$442K	Buy
2023 Q4	$385K	Sell
2023 Q3	$427K	Buy
2023 Q2	$289K	Buy
2023 Q1	$249K	Buy