WA
Wealthstream Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-943
| Closed | -$230K | – | 188 |
|
|
2025
Q1 | $230K | Buy |
+943
| New | +$230K | 0.04% | 135 |
|
|
2024
Q4 | – | Sell |
-953
| Closed | -$213K | – | 173 |
|
|
2024
Q3 | $213K | Buy |
+953
| New | +$213K | 0.04% | 142 |
|
|
2024
Q2 | – | Sell |
-979
| Closed | -$202K | – | 157 |
|
|
2024
Q1 | $202K | Sell |
979
-446
| -31% | -$91.9K | 0.08% | 134 |
|
|
2023
Q4 | $270K | Buy |
+1,425
| New | +$270K | 0.11% | 114 |
|