Private Capital Advisors’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-82,807	Closed	-$17.6M	–	82
2024 Q4	$17.6M	Sell	82,807 -1,648	-2%	-$350K	2.09%	8
2024 Q3	$18.8M	Sell	84,455 -677	-0.8%	-$151K	2.06%	9
2024 Q2	$17.9M	Sell	85,132 -2,990	-3%	-$630K	2%	8
2024 Q1	$18.2M	Buy	+88,122	New	+$18.2M	2.26%	6