VHAM

Van Hulzen Asset Management’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3	Closed	-$638	–	789
2024 Q4	$638	Buy	+3	New	+$638	﹤0.01%	1068
2021 Q2	–	Sell	-68,300	Closed	-$8.32M	–	282
2021 Q1	$8.32M	Buy	+68,300	New	+$8.32M	1.33%	25