SWA
MMC icon

Sax Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Sax Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
1,493
+374
+33% +$81.8K 0.02% 323
2025
Q1 		$273K Buy
1,119
+157
+16% +$38.3K 0.02% 309
2024
Q4 		$204K Buy
962
+18
+2% +$3.82K 0.02% 314
2024
Q3 		$211K Buy
+944
New +$211K 0.02% 269