Yoffe Investment Management’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	$328K	Hold	1,500	–	–	0.45%	83
2025 Q1	$366K	Hold	1,500	–	–	0.54%	70
2024 Q4	$319K	Buy	+1,500	New	+$319K	0.47%	81