Schear Investment Advisers’s Marsh & McLennan MMC Stock Holding History

Schear Investment Advisers’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	$656K	Sell
2025 Q2	$726K	Buy
2025 Q1	$791K	Buy
2024 Q4	$446K	Buy
2024 Q3	$415K	Buy
2024 Q2	$302K	Buy
2024 Q1	$250K	Buy