ORG Wealth Partners’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	$298K	Hold	1,369	–	–	0.07%	150
2025 Q1	$334K	Buy	+1,369	New	+$334K	0.1%	150
2024 Q4	–	Sell	-65	Closed	-$14.5K	–	526
2024 Q3	$14.5K	Buy	+65	New	+$14.5K	﹤0.01%	351