Talon Private Wealth’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
$359K Hold
1,644
0.05% 131
2025
Q1
$401K Sell
1,644
-64
-4% -$15.6K 0.05% 122
2024
Q4
$363K Hold
1,708
0.08% 100
2024
Q3
$381K Buy
+1,708
New +$381K 0.08% 62