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Sound View Wealth Advisors Group’s Marsh & McLennan MMC Stock Holding History

Sound View Wealth Advisors Group’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-981
Closed -$239K – 428
2025
Q1 		$239K Buy
981
+32
+3% +$7.81K 0.02% 368
2024
Q4 		$202K Buy
+949
New +$202K 0.02% 406