Whipplewood Advisors’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
$111K Buy
508
+73
+17% +$16K 0.06% 223
2025
Q1
$124K Sell
435
-70
-14% -$19.9K 0.07% 203
2024
Q4
$107K Buy
+505
New +$107K 0.06% 224