Premier Path Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Premier Path Wealth Partners’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$514K	Sell
2025 Q2	$611K	Buy
2025 Q1	$650K	Buy
2024 Q4	$565K	Sell
2024 Q3	$593K	Sell
2024 Q2	$561K	Sell
2024 Q1	$558K	Sell
2023 Q4	$551K	Buy