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Unique Wealth’s Marsh & McLennan MMC Stock Holding History

Unique Wealth’s Portfolio MMC Stock Details MMC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$276K Buy
1,264
+126
+11% +$27.5K 0.04% 152
2025
Q1 		$278K Buy
1,138
+146
+15% +$35.6K 0.05% 134
2024
Q4 		$211K Buy
992
+75
+8% +$15.9K 0.04% 134
2024
Q3 		$205K Buy
+917
New +$205K 0.05% 119