Cary Street 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	$5.26M	Sell	24,081 -1,108	-4%	-$242K	0.15%	157
2025 Q1	$6.15M	Sell	25,189 -2,741	-10%	-$669K	0.19%	123
2024 Q4	$5.93M	Buy	+27,930	New	+$5.93M	0.19%	118