TritonPoint 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
$379K Sell
1,731
-29
-2% -$6.34K 0.04% 250
2025
Q1
$429K Buy
1,760
+84
+5% +$20.5K 0.04% 230
2024
Q4
$356K Buy
+1,676
New +$356K 0.03% 247