Resonant 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 Q2	$358K	Buy	1,638 +161	+11%	+$35.2K	0.02%	296
2025 Q1	$360K	Buy	1,477 +218	+17%	+$53.2K	0.03%	256
2024 Q4	$267K	Buy	1,259 +8	+0.6%	+$1.7K	0.02%	289
2024 Q3	$279K	Buy	1,251 +142	+13%	+$31.7K	0.02%	295
2024 Q2	$234K	Buy	+1,109	New	+$234K	0.02%	313