OneAscent Financial Services’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	$271K	Sell	1,244 -1,920	-61%	-$418K	0.02%	433
2025 Q1	$772K	Buy	3,164 +970	+44%	+$237K	0.05%	246
2024 Q4	$466K	Buy	2,194 +677	+45%	+$144K	0.04%	269
2024 Q3	$338K	Buy	+1,517	New	+$338K	0.24%	108