REDW Wealth’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	-2,537	Closed	-$566K	–	147
2024 Q3	$566K	Hold	2,537	–	–	0.15%	80
2024 Q2	$535K	Sell	2,537 -100	-4%	-$21.1K	0.14%	78
2024 Q1	$543K	Hold	2,637	–	–	0.15%	80
2023 Q4	$500K	Buy	2,637 +37	+1%	+$7.01K	0.14%	78
2023 Q3	$495K	Hold	2,600	–	–	0.15%	78
2023 Q2	$489K	Hold	2,600	–	–	0.15%	82
2023 Q1	$433K	Sell	2,600 -590	-18%	-$98.3K	0.14%	85
2022 Q4	$528K	Hold	3,190	–	–	0.18%	64
2022 Q3	$476K	Hold	3,190	–	–	0.18%	70
2022 Q2	$495K	Hold	3,190	–	–	0.18%	65
2022 Q1	$544K	Hold	3,190	–	–	0.16%	59
2021 Q4	$554K	Hold	3,190	–	–	0.16%	59
2021 Q3	$483K	Hold	3,190	–	–	0.15%	65
2021 Q2	$449K	Hold	3,190	–	–	0.14%	68
2021 Q1	$389K	Hold	3,190	–	–	0.13%	72
2020 Q4	$373K	Hold	3,190	–	–	0.14%	61
2020 Q3	$366K	Hold	3,190	–	–	0.15%	57
2020 Q2	$343K	Hold	3,190	–	–	0.17%	54
2020 Q1	$276K	Hold	3,190	–	–	0.17%	53
2019 Q4	$355K	Hold	3,190	–	–	0.2%	55
2019 Q3	$319K	Hold	3,190	–	–	0.19%	56
2019 Q2	$318K	Hold	3,190	–	–	0.19%	56
2019 Q1	$300K	Hold	3,190	–	–	0.18%	56
2018 Q4	$254K	Hold	3,190	–	–	0.17%	58
2018 Q3	$264K	Hold	3,190	–	–	0.18%	65
2018 Q2	$261K	Hold	3,190	–	–	0.19%	62
2018 Q1	$263K	Hold	3,190	–	–	0.2%	61
2017 Q4	$260K	Hold	3,190	–	–	0.2%	60
2017 Q3	$267K	Hold	3,190	–	–	0.22%	59
2017 Q2	$249K	Hold	3,190	–	–	0.24%	60
2017 Q1	$236K	Hold	3,190	–	–	0.24%	63
2016 Q4	$216K	Buy	+3,190	New	+$216K	0.24%	66