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Pines Wealth Management’s Marsh & McLennan MMC Stock Holding History

Pines Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
1,116
-59
-5% -$12.7K 0.08% 199
2025
Q1 		$259K Sell
1,175
-58
-5% -$12.8K 0.12% 167
2024
Q4 		$258K Buy
+1,233
New +$258K 0.11% 171