Dechtman Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $347K | Buy |
1,632
+1
| +0.1% | +$212 | 0.07% | 46 |
|
|
2024
Q3 | $364K | Buy |
1,631
+2
| +0.1% | +$446 | 0.07% | 46 |
|
|
2024
Q2 | $343K | Buy |
1,629
+1
| +0.1% | +$211 | 0.08% | 43 |
|
|
2024
Q1 | $335K | Buy |
1,628
+2
| +0.1% | +$412 | 0.08% | 47 |
|
|
2023
Q4 | $308K | Buy |
1,626
+1
| +0.1% | +$189 | 0.08% | 43 |
|
|
2023
Q3 | $309K | Buy |
1,625
+2
| +0.1% | +$380 | 0.09% | 40 |
|
|
2023
Q2 | $305K | Buy |
+1,623
| New | +$305K | 0.09% | 40 |
|