Gilbert & Cook’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Hold	1,846	–	–	0.05%	161
2025 Q1	$450K	Hold	1,846	–	–	0.07%	144
2024 Q4	$392K	Hold	1,846	–	–	0.06%	155
2024 Q3	$412K	Hold	1,846	–	–	0.06%	152
2024 Q2	$389K	Hold	1,846	–	–	0.06%	156
2024 Q1	$380K	Sell	1,846 -8	-0.4%	-$1.65K	0.05%	166
2023 Q4	$351K	Sell	1,854 -264	-12%	-$50K	0.05%	179
2023 Q3	$403K	Sell	2,118 -1,099	-34%	-$209K	0.06%	148
2023 Q2	$605K	Buy	3,217 +1,149	+56%	+$216K	0.1%	93
2023 Q1	$344K	Sell	2,068 -112	-5%	-$18.7K	0.06%	151
2022 Q4	$361K	Hold	2,180	–	–	0.07%	147
2022 Q3	$347K	Hold	2,180	–	–	0.08%	141
2022 Q2	$338K	Hold	2,180	–	–	0.06%	144
2022 Q1	$372K	Buy	2,180 +38	+2%	+$6.48K	0.06%	150
2021 Q4	$372K	Sell	2,142 -80	-4%	-$13.9K	0.06%	152
2021 Q3	$336K	Hold	2,222	–	–	0.06%	149
2021 Q2	$313K	Hold	2,222	–	–	0.06%	153
2021 Q1	$271K	Sell	2,222 -159	-7%	-$19.4K	0.05%	168
2020 Q4	$279K	Hold	2,381	–	–	0.06%	141
2020 Q3	$273K	Hold	2,381	–	–	0.06%	121
2020 Q2	$256K	Hold	2,381	–	–	0.06%	116
2020 Q1	$206K	Hold	2,381	–	–	0.06%	114
2019 Q4	$265K	Sell	2,381 -180	-7%	-$20K	0.06%	115
2019 Q3	$256K	Hold	2,561	–	–	0.07%	99
2019 Q2	$255K	Hold	2,561	–	–	0.07%	89
2019 Q1	$240K	Sell	2,561 -225	-8%	-$21.1K	0.07%	92
2018 Q4	$222K	Buy	+2,786	New	+$222K	0.08%	87
2017 Q3	–	Sell	-4,295	Closed	-$335K	–	125
2017 Q2	$335K	Buy	+4,295	New	+$335K	0.12%	85