Oak Harbor Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-847
Closed -$207K 261
2025
Q1
$207K Buy
+847
New +$207K 0.06% 192
2022
Q1
Sell
-310
Closed -$54K 239
2021
Q4
$54K Buy
+310
New +$54K 0.02% 192