Provence Wealth Management Group’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$343K Buy
1,809
+225
+14% +$42.6K 0.18% 112
2023
Q3
$301K Buy
1,584
+275
+21% +$52.3K 0.18% 104
2023
Q2
$246K Buy
+1,309
New +$246K 0.14% 131