Kondo 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	$866K	Buy	3,975 +1	+0%	+$218	0.38%	31
2025 Q1	$970K	Sell	3,974 -371	-9%	-$90.5K	0.48%	26
2024 Q4	$923K	Buy	+4,345	New	+$923K	0.47%	27