Adero Partners’s Marsh & McLennan MMC Stock Holding History

Adero Partners’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$699K	Buy
2024 Q4	$596K	Buy
2024 Q3	$607K	Buy
2024 Q2	$561K	Buy
2024 Q1	$479K	Buy
2023 Q4	$245K	Buy
2023 Q3	$241K	Sell
2023 Q2	$239K	Hold
2023 Q1	$211K	Buy