DFPG Investments’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
$1.33M Sell
2023
Q3
$1.38M Sell
2023
Q2
$1.52M Buy
2023
Q1
$1.34M Buy
2022
Q4
$1.36M Buy
2022
Q3
$340K Hold
2022
Q2
$325K Buy
2022
Q1
$373K Hold
2021
Q4
$346K Buy