Quotient Wealth Partners’s Marsh & McLennan MMC Stock Holding History

Quotient Wealth Partners’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$758K	Buy
2025 Q2	$738K	Sell
2025 Q1	$885K	Sell
2024 Q4	$798K	Sell
2024 Q3	$888K	Sell
2024 Q2	$848K	Buy
2024 Q1	$457K	Buy
2023 Q4	$361K	Buy