OWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,718	Closed	-$383K	–	267
2024 Q3	$383K	Buy	1,718 +94	+6%	+$21K	0.11%	171
2024 Q2	$342K	Buy	+1,624	New	+$342K	0.11%	190