OWM

OneAscent Wealth Management’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	1,046 +60	+6%	+$13.1K	0.08%	153
2025 Q1	$241K	Sell	986 -557	-36%	-$136K	0.1%	123
2024 Q4	$328K	Buy	1,543 +415	+37%	+$88.2K	0.14%	98
2024 Q3	$252K	Buy	+1,128	New	+$252K	0.1%	152