Topsail Wealth Management’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
$218K Sell
998
-27
-3% -$5.9K 0.04% 138
2025
Q1
$250K Buy
+1,025
New +$250K 0.05% 117