Retirement Planning Group (Kansas)’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	–	Sell	-944	Closed	-$230K	–	313
2025 Q1	$230K	Sell	944 -29	-3%	-$7.08K	0.01%	274
2024 Q4	$207K	Buy	+973	New	+$207K	0.01%	269