Wetzel Investment Advisors’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-220
Closed -$45.3K 590
2024
Q2
$45.3K Sell
220
-159
-42% -$32.8K 0.03% 249
2024
Q1
$76.5K Sell
379
-4
-1% -$807 0.05% 204
2023
Q4
$73K Buy
+383
New +$73K 0.04% 206