Golden State Equity Partners’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-420	Closed	-$93.7K	–	698
2024 Q3	$93.7K	Sell	420 -581	-58%	-$130K	0.05%	286
2024 Q2	$211K	Buy	+1,001	New	+$211K	0.04%	376
2023 Q4	$221K	Buy	+1,166	New	+$221K	0.05%	330