VWA
Valued Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21K | Buy |
42
+4
| +11% | +$877 | ﹤0.01% | 222 |
|
|
2025
Q1 | $9.29K | Hold |
38
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $8.07K | Buy |
38
+2
| +6% | +$425 | 0.01% | 254 |
|
|
2024
Q3 | $8.03K | Buy |
36
+6
| +20% | +$1.34K | 0.01% | 241 |
|
|
2024
Q2 | $6.32K | Buy |
30
+3
| +11% | +$632 | ﹤0.01% | 251 |
|
|
2024
Q1 | $5.56K | Buy |
27
+9
| +50% | +$1.85K | ﹤0.01% | 241 |
|
|
2023
Q4 | $3.43K | Buy |
+18
| New | +$3.43K | ﹤0.01% | 245 |
|