Physician Wealth Advisors’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
$59.7K Buy
273
+8
+3% +$1.75K 0.01% 319
2025
Q1
$64.6K Buy
265
+1
+0.4% +$244 0.01% 299
2024
Q4
$56.1K Buy
+264
New +$56.1K 0.01% 324