Pacific Capital Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-106	Closed	-$23.6K	–	452
2024 Q3	$23.6K	Buy	106 +5	+5%	+$1.12K	﹤0.01%	218
2024 Q2	$21.3K	Buy	101 +82	+432%	+$17.3K	﹤0.01%	227
2024 Q1	$3.91K	Buy	+19	New	+$3.91K	﹤0.01%	348