TCWA
Turtle Creek Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
+2,089
| New | +$457K | 0.05% | 181 |
|
|
2024
Q4 | – | Sell |
-1,856
| Closed | -$414K | – | 134 |
|
|
2024
Q3 | $414K | Buy |
1,856
+54
| +3% | +$12K | 0.08% | 117 |
|
|
2024
Q2 | $380K | Buy |
1,802
+159
| +10% | +$33.5K | 0.09% | 106 |
|
|
2024
Q1 | $338K | Buy |
1,643
+1,185
| +259% | +$244K | 0.08% | 109 |
|
|
2023
Q4 | $86.8K | Buy |
+458
| New | +$86.8K | 0.03% | 213 |
|