Signature Estate & Investment Advisors’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
$297K Sell
1,357
-4
-0.3% -$875 0.01% 467
2025
Q1
$332K Buy
1,361
+21
+2% +$5.13K 0.01% 421
2024
Q4
$285K Sell
1,340
-111
-8% -$23.6K 0.01% 430
2024
Q3
$324K Buy
1,451
+106
+8% +$23.6K 0.01% 386
2024
Q2
$283K Buy
+1,345
New +$283K 0.01% 403