Murphy Middleton Hinkle & Parker’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	$1.24M	Hold	5,091	–	–	0.7%	41
2025 Q1	$1.24M	Hold	5,091	–	–	0.7%	41
2024 Q4	$1.08M	Hold	5,091	–	–	0.61%	52
2024 Q3	$1.14M	Hold	5,091	–	–	0.61%	50
2024 Q2	$1.07M	Sell	5,091 -100	-2%	-$21.1K	0.62%	53
2024 Q1	$1.07M	Hold	5,191	–	–	0.62%	53
2023 Q4	$984K	Hold	5,191	–	–	0.61%	53
2023 Q3	$988K	Hold	5,191	–	–	0.63%	51
2023 Q2	$976K	Hold	5,191	–	–	0.61%	50
2023 Q1	$865K	Hold	5,191	–	–	0.54%	57
2022 Q4	$859K	Hold	5,191	–	–	0.54%	57
2022 Q3	$775K	Hold	5,191	–	–	0.54%	61
2022 Q2	$806K	Sell	5,191 -116	-2%	-$18K	0.52%	60
2022 Q1	$904K	Buy	5,307 +1,312	+33%	+$223K	0.49%	65
2021 Q4	$694K	Hold	3,995	–	–	0.37%	81
2021 Q3	$605K	Hold	3,995	–	–	0.35%	82
2021 Q2	$562K	Hold	3,995	–	–	0.31%	86
2021 Q1	$487K	Hold	3,995	–	–	0.28%	93
2020 Q4	$467K	Hold	3,995	–	–	0.31%	89
2020 Q3	$458K	Hold	3,995	–	–	0.33%	87
2020 Q2	$429K	Hold	3,995	–	–	0.32%	90
2020 Q1	$345K	Hold	3,995	–	–	0.3%	91
2019 Q4	$445K	Hold	3,995	–	–	0.3%	88
2019 Q3	$400K	Hold	3,995	–	–	0.28%	89
2019 Q2	$399K	Sell	3,995 -570	-12%	-$56.9K	0.28%	88
2019 Q1	$429K	Hold	4,565	–	–	0.29%	84
2018 Q4	$364K	Sell	4,565 -900	-16%	-$71.8K	0.28%	89
2018 Q3	$452K	Hold	5,465	–	–	0.32%	83
2018 Q2	$448K	Hold	5,465	–	–	0.33%	80
2018 Q1	$451K	Hold	5,465	–	–	0.35%	78
2017 Q4	$445K	Buy	+5,465	New	+$445K	0.33%	79