DWMG
DB Wealth Management Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18.2K | Hold |
96
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $18.3K | Hold |
96
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $18.1K | Hold |
96
| – | – | 0.01% | 237 |
|
|
2023
Q1 | $16K | Hold |
96
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $15.9K | Hold |
96
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $14K | Hold |
96
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $15K | Hold |
96
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $16K | Hold |
96
| – | – | 0.01% | 272 |
|
|
2021
Q4 | $17K | Hold |
96
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $15K | Hold |
96
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $14K | Hold |
96
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $12K | Hold |
96
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $11K | Buy |
+96
| New | +$11K | 0.01% | 263 |
|