National Wealth Management Group’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$558K	Buy	+2,285	New	+$558K	0.37%	65
2023 Q4	–	Sell	-2,422	Closed	-$461K	–	148
2023 Q3	$461K	Buy	+2,422	New	+$461K	0.5%	59
2023 Q2	–	Sell	-2,831	Closed	-$513K	–	162
2023 Q1	$513K	Buy	+2,831	New	+$513K	0.59%	45