Boston Research & 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	$572K	Hold	2,620	–	–	0.14%	80
2025 Q1	$639K	Hold	2,620	–	–	0.16%	78
2024 Q4	$556K	Hold	2,620	–	–	0.14%	81
2024 Q3	$584K	Hold	2,620	–	–	0.14%	80
2024 Q2	$552K	Hold	2,620	–	–	0.14%	82
2024 Q1	$539K	Hold	2,620	–	–	0.13%	83
2023 Q4	$496K	Hold	2,620	–	–	0.13%	84
2023 Q3	$498K	Hold	2,620	–	–	0.15%	81
2023 Q2	$492K	Hold	2,620	–	–	0.14%	82
2023 Q1	$436K	Sell	2,620 -17	-0.6%	-$2.83K	0.13%	88
2022 Q4	$436K	Buy	2,637 +17	+0.6%	+$2.81K	0.13%	87
2022 Q3	$391K	Hold	2,620	–	–	0.13%	89
2022 Q2	$406K	Hold	2,620	–	–	0.13%	89
2022 Q1	$446K	Hold	2,620	–	–	0.13%	88
2021 Q4	$455K	Hold	2,620	–	–	0.12%	87
2021 Q3	$396K	Hold	2,620	–	–	0.12%	89
2021 Q2	$368K	Hold	2,620	–	–	0.11%	88
2021 Q1	$319K	Hold	2,620	–	–	0.1%	89
2020 Q4	$306K	Hold	2,620	–	–	0.11%	89
2020 Q3	$300K	Hold	2,620	–	–	0.12%	86
2020 Q2	$281K	Hold	2,620	–	–	0.12%	86
2020 Q1	$226K	Hold	2,620	–	–	0.11%	87
2019 Q4	$291K	Hold	2,620	–	–	0.11%	91
2019 Q3	$262K	Hold	2,620	–	–	0.1%	91
2019 Q2	$261K	Hold	2,620	–	–	0.11%	92
2019 Q1	$246K	Hold	2,620	–	–	0.1%	96
2018 Q4	$208K	Hold	2,620	–	–	0.1%	96
2018 Q3	$216K	Hold	2,620	–	–	0.1%	97
2018 Q2	$214K	Hold	2,620	–	–	0.11%	96
2018 Q1	$216K	Hold	2,620	–	–	0.11%	91
2017 Q4	$213K	Sell	2,620 -200	-7%	-$16.3K	0.11%	96
2017 Q3	$236K	Hold	2,820	–	–	0.12%	88
2017 Q2	$219K	Hold	2,820	–	–	0.12%	90
2017 Q1	$208K	Buy	+2,820	New	+$208K	0.11%	94