Valued Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Valued Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.21K	Buy
2025 Q1	$9.29K	Hold
2024 Q4	$8.07K	Buy
2024 Q3	$8.03K	Buy
2024 Q2	$6.32K	Buy
2024 Q1	$5.56K	Buy
2023 Q4	$3.43K	Buy