RPWA
Regent Peak Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $245K | Sell |
1,006
-11
| -1% | -$2.68K | 0.06% | 142 |
|
|
2024
Q4 | $216K | Buy |
1,017
+30
| +3% | +$6.37K | 0.05% | 154 |
|
|
2024
Q3 | $220K | Sell |
987
-39
| -4% | -$8.7K | 0.05% | 160 |
|
|
2024
Q2 | $216K | Buy |
1,026
+46
| +5% | +$9.69K | 0.05% | 152 |
|
|
2024
Q1 | $202K | Buy |
+980
| New | +$202K | 0.05% | 163 |
|
|
2021
Q1 | – | Sell |
-606
| Closed | -$71K | – | 650 |
|
|
2020
Q4 | $71K | Buy |
+606
| New | +$71K | 0.02% | 258 |
|