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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
5,802
-283
-5% -$61.9K 0.03% 240
2025
Q1
$1.48M Buy
6,085
+835
+16% +$204K 0.04% 193
2024
Q4
$1.12M Buy
+5,250
New +$1.12M 0.03% 202