Burling Wealth Partners’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	$4.76M	Buy	21,786 +1,086	+5%	+$237K	0.88%	33
2025 Q1	$5.05M	Buy	20,700 +925	+5%	+$226K	1.06%	26
2024 Q4	$4.2M	Buy	+19,775	New	+$4.2M	0.86%	34