Angeles Wealth 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	$390K	Buy	1,783 +204	+13%	+$44.6K	0.03%	215
2025 Q1	$385K	Buy	1,579 +149	+10%	+$36.4K	0.03%	168
2024 Q4	$304K	Sell	1,430 -156	-10%	-$33.1K	0.03%	209
2024 Q3	$354K	Buy	1,586 +65	+4%	+$14.5K	0.03%	174
2024 Q2	$321K	Buy	+1,521	New	+$321K	0.03%	171