BerganKDV Wealth Management’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 | $409K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $147K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $143K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $72K | Hold |
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|
2020
Q2 | $67K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $28K | Buy |
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