WR Wealth Planners’s Marsh & McLennan MMC Stock Holding History

WR Wealth Planners’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$18.7K	Buy
2024 Q3	$19.2K	Sell
2024 Q2	$19.8K	Buy
2024 Q1	$18.1K	Buy
2023 Q4	–	Sell
2023 Q3	$14.7K	Buy
2023 Q2	$10.7K	Sell
2023 Q1	$9.66K	Buy