DB Wealth Management Group’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
Q4
$18.2K Hold
2023
Q3
$18.3K Hold
2023
Q2
$18.1K Hold
2023
Q1
$16K Hold
2022
Q4
$15.9K Hold
2022
Q3
$14K Hold
2022
Q2
$15K Hold
2022
Q1
$16K Hold
2021
Q4
$17K Hold
2021
Q3
$15K Hold
2021
Q2
$14K Hold
2021
Q1
$12K Hold
2020
Q4
$11K Buy