Sweet Financial Partners’s Marsh & McLennan MMC Stock Holding History

Sweet Financial Partners’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$342K	Sell
2024 Q2	$560K	Sell
2024 Q1	$611K	Sell
2023 Q4	$1.83M	Buy
2023 Q3	$1.62M	Buy
2023 Q2	$1.59M	Buy
2023 Q1	$989K	Buy