Mills 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	-895	Closed	-$218K	–	72
2025 Q1	$218K	Buy	+895	New	+$218K	0.12%	59
2024 Q4	–	Sell	-905	Closed	-$202K	–	63
2024 Q3	$202K	Buy	+905	New	+$202K	0.14%	52