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Synergy Investment Management’s Marsh & McLennan MMC Stock Holding History

Synergy Investment Management’s Portfolio MMC Stock Details MMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Hold
1,426
– – 0.19% 64
2025
Q1 		$348K Sell
1,426
-1
-0.1% -$244 0.15% 90
2024
Q4 		$303K Buy
+1,427
New +$303K 0.13% 90