Kingswood 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 Q2	–	Sell	-912	Closed	-$223K	–	775
2025 Q1	$223K	Buy	+912	New	+$223K	0.02%	645
2024 Q4	–	Sell	-1,019	Closed	-$227K	–	865
2024 Q3	$227K	Buy	+1,019	New	+$227K	0.02%	640