Advyzon Investment Management’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	$544K	Buy	2,490 +106	+4%	+$23.2K	0.12%	160
2025 Q1	$582K	Buy	2,384 +1,256	+111%	+$307K	0.21%	95
2024 Q4	$240K	Buy	+1,128	New	+$240K	0.09%	199