Paulson 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
2024
Q1
Sell
-5,170
Closed -$980K 144
2023
Q4
$980K Sell
5,170
-45
-0.9% -$8.53K 0.31% 42
2023
Q3
$992K Sell
5,215
-19
-0.4% -$3.62K 0.35% 42
2023
Q2
$984K Buy
+5,234
New +$984K 0.34% 44