Opal Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$152K Sell
2025
Q1
$187K Buy
2024
Q3
Sell
2024
Q2
$147K Buy