Heritage Oak Wealth Advisors’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	-1,169	Closed	-$248K	–	81
2024 Q4	$248K	Buy	+1,169	New	+$248K	0.12%	64
2024 Q3	–	Sell	-2,677	Closed	-$564K	–	187
2024 Q2	$564K	Buy	+2,677	New	+$564K	0.29%	47