BDO Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53K | Buy |
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|
2023
Q1 | $25.1K | Hold |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $48K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $25K | Buy |
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