Prossimo 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
$321K Sell
1,470
-469
-24% -$102K 0.26% 96
2025
Q1
$473K Buy
1,939
+29
+2% +$7.07K 0.36% 90
2024
Q4
$406K Buy
1,910
+83
+5% +$17.6K 0.29% 102
2024
Q3
$408K Buy
1,827
+95
+5% +$21.2K 0.3% 105
2024
Q2
$365K Buy
+1,732
New +$365K 0.33% 92