WWA

Wingate Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$879K	Hold	4,022	–	–	0.78%	45
2025 Q1	$981K	Hold	4,022	–	–	1.13%	34
2024 Q4	$854K	Buy	+4,022	New	+$854K	0.84%	35