Pinion Investment 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
$203K Buy
928
+87
+10% +$19K 0.07% 159
2025
Q1
$205K Buy
+841
New +$205K 0.05% 147