Cornerstone Advisory’s Marsh & McLennan MMC Stock Holding History

Cornerstone Advisory’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 Q3	$445K	Buy
2025 Q2	$451K	Buy
2025 Q1	$456K	Buy
2024 Q4	$391K	Buy
2024 Q3	$360K	Buy
2024 Q2	$340K	Buy
2024 Q1	$320K	Buy
2023 Q4	$284K	Buy
2022 Q1	–	Sell
2021 Q4	$64K	Buy