TLA
Tanglewood Legacy Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$14.9K | – | 296 |
|
|
2025
Q1 | $14.9K | Hold |
61
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $13K | Hold |
61
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $13.6K | Hold |
61
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $12.9K | Hold |
61
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $12.6K | Hold |
61
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $11.6K | Hold |
61
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $11.6K | Hold |
61
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $11.5K | Hold |
61
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $10.2K | Hold |
61
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $10.1K | Buy |
+61
| New | +$10.1K | 0.01% | 211 |
|