SAI
Savvy Advisors Inc’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
2,038
+437
| +27% | +$95.6K | 0.03% | 381 |
|
|
2025
Q1 | $391K | Buy |
1,601
+34
| +2% | +$8.3K | 0.04% | 335 |
|
|
2024
Q4 | $333K | Sell |
1,567
-1,395
| -47% | -$296K | 0.04% | 321 |
|
|
2024
Q3 | $661K | Buy |
2,962
+1,801
| +155% | +$402K | 0.13% | 154 |
|
|
2024
Q2 | $245K | Buy |
+1,161
| New | +$245K | 0.08% | 245 |
|