Northwest Financial Advisors’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-496	Closed	-$111K	–	369
2024 Q3	$111K	Buy	+496	New	+$111K	0.09%	147
2024 Q1	–	Sell	-493	Closed	-$93.4K	–	353
2023 Q4	$93.4K	Buy	+493	New	+$93.4K	0.08%	148