Trueblood 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
$287K Buy
1,314
+3
+0.2% +$656 0.12% 206
2025
Q1
$320K Buy
1,311
+257
+24% +$62.7K 0.15% 181
2024
Q4
$224K Buy
+1,054
New +$224K 0.11% 211