DWM
Defined Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
3,202
+4
| +0.1% | +$875 | 0.43% | 54 |
|
|
2025
Q1 | $780K | Buy |
3,198
+47
| +1% | +$11.5K | 0.52% | 51 |
|
|
2024
Q4 | $669K | Buy |
3,151
+5
| +0.2% | +$1.06K | 0.44% | 53 |
|
|
2024
Q3 | $702K | Buy |
3,146
+15
| +0.5% | +$3.35K | 0.46% | 53 |
|
|
2024
Q2 | $660K | Buy |
3,131
+16
| +0.5% | +$3.37K | 0.46% | 56 |
|
|
2024
Q1 | $642K | Sell |
3,115
-3
| -0.1% | -$618 | 0.46% | 56 |
|
|
2023
Q4 | $591K | Buy |
3,118
+5
| +0.2% | +$947 | 0.45% | 57 |
|
|
2023
Q3 | $592K | Buy |
3,113
+16
| +0.5% | +$3.05K | 0.51% | 52 |
|
|
2023
Q2 | $582K | Buy |
3,097
+2
| +0.1% | +$376 | 0.49% | 54 |
|
|
2023
Q1 | $515K | Hold |
3,095
| – | – | 0.48% | 55 |
|
|
2022
Q4 | $512K | Hold |
3,095
| – | – | 0.48% | 54 |
|
|
2022
Q3 | $462K | Hold |
3,095
| – | – | 0.5% | 50 |
|
|
2022
Q2 | $480K | Hold |
3,095
| – | – | 0.49% | 51 |
|
|
2022
Q1 | $527K | Hold |
3,095
| – | – | 0.46% | 48 |
|
|
2021
Q4 | $538K | Hold |
3,095
| – | – | 0.44% | 52 |
|
|
2021
Q3 | $469K | Hold |
3,095
| – | – | 0.42% | 52 |
|
|
2021
Q2 | $435K | Hold |
3,095
| – | – | 0.39% | 61 |
|
|
2021
Q1 | $377K | Hold |
3,095
| – | – | 0.36% | 63 |
|
|
2020
Q4 | $362K | Buy |
+3,095
| New | +$362K | 0.36% | 60 |
|