Palumbo Wealth Management’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
$204K Sell
934
-19
-2% -$4.15K 0.06% 183
2025
Q1
$233K Buy
+953
New +$233K 0.08% 155