U.S. Capital Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$217K Buy
2025
Q1
$231K Buy
2023
Q3
Sell
2023
Q2
$244K Buy
2023
Q1
Sell
2022
Q4
$52K Buy