Richardson Financial Services’s Marsh & McLennan MMC Stock Holding History

Richardson Financial Services’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$82K	Sell
2025 Q2	$104K	Buy
2025 Q1	$112K	Hold
2024 Q4	$97.7K	Buy
2024 Q3	$58K	Buy
2024 Q2	$56.9K	Buy
2024 Q1	$11.3K	Buy
2023 Q4	$9.47K	Buy