Univest Financial’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	$1.66M	Sell	7,576 -1,076	-12%	-$235K	0.1%	121
2025 Q1	$2.11M	Sell	8,652 -251	-3%	-$61.2K	0.14%	114
2024 Q4	$1.89M	Sell	8,903 -399	-4%	-$84.8K	0.12%	119
2024 Q3	$2.08M	Buy	+9,302	New	+$2.08M	0.14%	108