Kintegral Advisory’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.37M	Sell	15,418 -23	-0.1%	-$5.03K	0.31%	88
2025 Q1	$3.77M	Sell	15,441 -53	-0.3%	-$12.9K	0.38%	79
2024 Q4	$3.29M	Sell	15,494 -722	-4%	-$153K	0.31%	88
2024 Q3	$3.62M	Sell	16,216 -212	-1%	-$47.3K	0.33%	90
2024 Q2	$3.46M	Sell	16,428 -10,989	-40%	-$2.32M	0.33%	87
2024 Q1	$5.65M	Sell	27,417 -85	-0.3%	-$17.5K	0.56%	48
2023 Q4	$5.21M	Sell	27,502 -175	-0.6%	-$33.2K	0.58%	45
2023 Q3	$5.27M	Sell	27,677 -16	-0.1%	-$3.05K	0.65%	38
2023 Q2	$5.21M	Hold	27,693	–	–	0.62%	40
2023 Q1	$4.61M	Sell	27,693 -1,488	-5%	-$248K	0.6%	46
2022 Q4	$4.83M	Sell	29,181 -20,583	-41%	-$3.41M	0.64%	44
2022 Q3	$7.43M	Hold	49,764	–	–	1.03%	15
2022 Q2	$7.73M	Buy	49,764 +1,054	+2%	+$164K	1%	16
2022 Q1	$8.3M	Buy	48,710 +1,090	+2%	+$186K	0.91%	20
2021 Q4	$8.28M	Hold	47,620	–	–	0.86%	21
2021 Q3	$7.21M	Hold	47,620	–	–	0.85%	23
2021 Q2	$6.7M	Hold	47,620	–	–	0.79%	27
2021 Q1	$5.8M	Hold	47,620	–	–	0.74%	28
2020 Q4	$5.57M	Hold	47,620	–	–	0.76%	27
2020 Q3	$5.46M	Sell	47,620 -1,533	-3%	-$176K	0.83%	27
2020 Q2	$5.28M	Hold	49,153	–	–	0.85%	27
2020 Q1	$4.25M	Buy	49,153 +5,500	+13%	+$476K	0.83%	27
2019 Q4	$4.86M	Hold	43,653	–	–	0.88%	21
2019 Q3	$4.37M	Hold	43,653	–	–	0.87%	23
2019 Q2	$4.35M	Hold	43,653	–	–	0.88%	22
2019 Q1	$4.1M	Buy	43,653 +102	+0.2%	+$9.58K	0.86%	23
2018 Q4	$3.47M	Buy	+43,551	New	+$3.47M	1.03%	25