Principia Wealth Advisory’s Marsh & McLennan MMC Stock Holding History

Principia Wealth Advisory’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 Q2	$9.4K	Buy
2025 Q1	$4.59K	Buy
2024 Q4	$3.19K	Buy