VisionPoint Advisory Group’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
$346K Sell
2025
Q2
$391K Buy
2024
Q3
Sell
2024
Q2
$2.32K Hold
2024
Q1
$2.27K Hold
2023
Q4
$2.08K Sell
2023
Q3
$7.23K Buy