OWA

Opal Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$152K	Sell	694 -73	-10%	-$16K	0.04%	222
2025 Q1	$187K	Buy	+767	New	+$187K	0.06%	191
2024 Q3	–	Sell	-698	Closed	-$147K	–	798
2024 Q2	$147K	Buy	+698	New	+$147K	0.05%	220