Personal 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
2022 Q2	–	Sell	-4,872	Closed	-$830K	–	43
2022 Q1	$830K	Hold	4,872	–	–	0.36%	33
2021 Q4	$847K	Hold	4,872	–	–	0.35%	35
2021 Q3	$738K	Hold	4,872	–	–	0.31%	36
2021 Q2	$685K	Hold	4,872	–	–	0.28%	38
2021 Q1	$593K	Hold	4,872	–	–	0.27%	41
2020 Q4	$570K	Hold	4,872	–	–	0.27%	36
2020 Q3	$559K	Hold	4,872	–	–	0.29%	33
2020 Q2	$523K	Hold	4,872	–	–	0.29%	35
2020 Q1	$421K	Hold	4,872	–	–	0.25%	35
2019 Q4	$543K	Hold	4,872	–	–	0.23%	37
2019 Q3	$487K	Buy	+4,872	New	+$487K	0.22%	39
2019 Q2	–	Sell	-4,844	Closed	-$455K	–	297
2019 Q1	$455K	Hold	4,844	–	–	0.24%	34
2018 Q4	$386K	Buy	+4,844	New	+$386K	0.24%	26