Mogy Joel R Investment Counsel’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	$4.82M	Buy	22,023 +1,295	+6%	+$283K	0.28%	40
2025 Q1	$5.06M	Buy	20,728 +10,818	+109%	+$2.64M	0.33%	41
2024 Q4	$2.1M	Buy	9,910 +2,662	+37%	+$565K	0.13%	49
2024 Q3	$1.62M	Buy	+7,248	New	+$1.62M	0.1%	53