Pure Financial Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Sell
2025
Q2
$648K Buy
2025
Q1
$493K Buy
2024
Q4
$331K Sell
2024
Q3
$586K Buy
2024
Q2
$547K Buy
2024
Q1
$526K Buy
2023
Q4
$472K Buy
2023
Q3
$458K Buy