Cornerstone Wealth 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 Q1	–	Sell	-2,805	Closed	-$596K	–	612
2024 Q4	$596K	Buy	+2,805	New	+$596K	0.04%	317
2017 Q3	–	Sell	-6,884	Closed	-$537K	–	404
2017 Q2	$537K	Buy	+6,884	New	+$537K	0.12%	167