WealthBridge Capital Management’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
1,301
-174
-12% -$38K 0.07% 176
2025
Q1
$360K Buy
1,475
+33
+2% +$8.05K 0.1% 134
2024
Q4
$306K Buy
1,442
+329
+30% +$69.9K 0.09% 145
2024
Q3
$248K Buy
+1,113
New +$248K 0.07% 176