OneAscent Family Office’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
$207K Sell
946
-1,072
-53% -$235K 0.2% 134
2025
Q1
$492K Buy
+2,018
New +$492K 0.46% 67