CWM

Centricity Wealth Management’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$81.3K	Hold	372	–	–	0.07%	126
2025 Q1	$90.8K	Hold	372	–	–	0.08%	119
2024 Q4	$79K	Buy	+372	New	+$79K	0.07%	129