Beacon Investment Advisory Services’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	–	Sell	-1,343	Closed	-$328K	–	257
2025 Q1	$328K	Buy	1,343 +167	+14%	+$40.8K	0.02%	192
2024 Q4	$250K	Buy	+1,176	New	+$250K	0.01%	222