Tarbox Family Office’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	-299	Closed	-$51K	–	643
2022 Q1	$51K	Sell	299 -49	-14%	-$8.36K	0.01%	173
2021 Q4	$60K	Hold	348	–	–	0.01%	200
2021 Q3	$53K	Hold	348	–	–	0.01%	234
2021 Q2	$49K	Hold	348	–	–	0.01%	247
2021 Q1	$42K	Sell	348 -13	-4%	-$1.57K	0.01%	212
2020 Q4	$42K	Sell	361 -2	-0.6%	-$233	0.01%	212
2020 Q3	$42K	Buy	363 +32	+10%	+$3.7K	0.01%	201
2020 Q2	$36K	Buy	331 +14	+4%	+$1.52K	0.01%	209
2020 Q1	$27K	Buy	317 +18	+6%	+$1.53K	0.01%	221
2019 Q4	$33K	Sell	299 -26	-8%	-$2.87K	0.01%	222
2019 Q3	$33K	Hold	325	–	–	0.01%	190
2019 Q2	$32K	Buy	325 +26	+9%	+$2.56K	0.01%	194
2019 Q1	$28K	Hold	299	–	–	0.01%	187
2018 Q4	$24K	Hold	299	–	–	0.01%	200
2018 Q3	$25K	Hold	299	–	–	0.01%	216
2018 Q2	$25K	Hold	299	–	–	0.01%	207
2018 Q1	$25K	Hold	299	–	–	0.01%	216
2017 Q4	$24K	Hold	299	–	–	0.01%	218
2017 Q3	$25K	Buy	299 +27	+10%	+$2.26K	0.01%	209
2017 Q2	$21K	Hold	272	–	–	0.01%	210
2017 Q1	$20K	Hold	272	–	–	0.01%	217
2016 Q4	$18K	Hold	272	–	–	0.01%	196
2016 Q3	$18K	Hold	272	–	–	0.01%	182
2016 Q2	$19K	Hold	272	–	–	0.01%	172
2016 Q1	$17K	Hold	272	–	–	0.01%	188
2015 Q4	$15K	Hold	272	–	–	0.01%	187
2015 Q3	$14K	Hold	272	–	–	0.01%	195
2015 Q2	$15K	Hold	272	–	–	0.01%	184
2015 Q1	$15K	Hold	272	–	–	0.01%	194
2014 Q4	$16K	Hold	272	–	–	0.01%	181
2014 Q3	$14K	Buy	272 +26	+11%	+$1.34K	0.01%	199
2014 Q2	$12K	Hold	246	–	–	0.01%	206
2014 Q1	$12K	Hold	246	–	–	0.01%	226
2013 Q4	$12K	Buy	+246	New	+$12K	0.01%	255