TrueFG’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Buy	5,000 +1,500	+43%	+$328K	0.32%	18
2025 Q1	$854K	Hold	3,500	–	–	0.28%	20
2024 Q4	$743K	Hold	3,500	–	–	0.24%	23
2024 Q3	$781K	Hold	3,500	–	–	0.26%	21
2024 Q2	$738K	Hold	3,500	–	–	0.27%	21
2024 Q1	$721K	Hold	3,500	–	–	0.26%	21
2023 Q4	$663K	Hold	3,500	–	–	0.26%	21
2023 Q3	$666K	Hold	3,500	–	–	0.29%	19
2023 Q2	$658K	Hold	3,500	–	–	0.28%	20
2023 Q1	$583K	Hold	3,500	–	–	0.26%	22
2022 Q4	$579K	Hold	3,500	–	–	0.28%	21
2022 Q3	$523K	Hold	3,500	–	–	0.28%	21
2022 Q2	$543K	Hold	3,500	–	–	0.28%	21
2022 Q1	$596K	Hold	3,500	–	–	0.27%	21
2021 Q4	$608K	Hold	3,500	–	–	0.27%	21
2021 Q3	$584K	Hold	3,500	–	–	0.26%	22
2021 Q2	$492K	Hold	3,500	–	–	0.25%	22
2021 Q1	$426K	Hold	3,500	–	–	0.23%	23
2020 Q4	$410K	Hold	3,500	–	–	0.25%	23
2020 Q3	$401K	Hold	3,500	–	–	0.28%	23
2020 Q2	$376K	Hold	3,500	–	–	0.28%	23
2020 Q1	$303K	Hold	3,500	–	–	0.27%	24
2019 Q4	$390K	Buy	+3,500	New	+$390K	0.3%	22