LGT Financial 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	$4.59K	Buy	+21	New	+$4.59K	0.01%	300
2023 Q3	–	Sell	-1,364	Closed	-$257K	–	940
2023 Q2	$257K	Hold	1,364	–	–	0.27%	92
2023 Q1	$227K	Buy	+1,364	New	+$227K	0.42%	74