Modern Wealth Management’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	$233K	Sell	1,067 -108	-9%	-$23.6K	0.01%	678
2025 Q1	$287K	Buy	+1,175	New	+$287K	0.01%	538