Kestra Investment 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 Q2	$75.7K	Hold	310	–	–	﹤0.01%	523
2025 Q1	$75.7K	Sell	310 -1,772	-85%	-$432K	﹤0.01%	442
2024 Q4	$442K	Sell	2,082 -1,167	-36%	-$248K	0.02%	247
2024 Q3	$725K	Buy	+3,249	New	+$725K	0.03%	156