TFB Advisors’s Marsh & McLennan MMC Stock Holding History

TFB Advisors’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Sell
2025 Q2	$566K	Buy
2025 Q1	$631K	Buy
2024 Q4	$547K	Buy
2024 Q3	$563K	Sell
2024 Q2	$542K	Buy
2024 Q1	$464K	Buy
2023 Q3	–	Sell
2023 Q2	$363K	Buy
2023 Q1	$305K	Buy
2022 Q4	$300K	Buy