BOK Financial Private Wealth’s Marsh & McLennan MMC Stock Holding History

BOK Financial Private Wealth’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
2025 Q2	–	Sell
2025 Q1	$12.2K	Buy
2024 Q4	$1.7K	Buy
2022 Q2	–	Sell
2022 Q1	$399K	Buy
2021 Q4	$372K	Buy
2021 Q3	$288K	Buy
2021 Q2	$225K	Buy