SWAG
MMC icon

Spectrum Wealth Advisory Group’s Marsh & McLennan MMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
2,458
+1
+0% +$219 0.25% 35
2025
Q1
$600K Hold
2,457
0.29% 28
2024
Q4
$522K Buy
+2,457
New +$522K 0.25% 31