Waterloo Capital’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	-859	Closed	-$210K	–	471
2025 Q1	$210K	Buy	+859	New	+$210K	0.02%	374
2023 Q3	–	Sell	-1,527	Closed	-$287K	–	217
2023 Q2	$287K	Buy	+1,527	New	+$287K	0.08%	138