DHJJ Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6K | Hold |
410
| – | – | 0.03% | 265 |
|
|
2025
Q1 | $100K | Hold |
410
| – | – | 0.04% | 223 |
|
|
2024
Q4 | $87.1K | Hold |
410
| – | – | 0.03% | 237 |
|
|
2024
Q3 | $91.5K | Hold |
410
| – | – | 0.04% | 231 |
|
|
2024
Q2 | $86.4K | Hold |
410
| – | – | 0.04% | 216 |
|
|
2024
Q1 | $84.5K | Hold |
410
| – | – | 0.04% | 214 |
|
|
2023
Q4 | $77.7K | Hold |
410
| – | – | 0.04% | 213 |
|
|
2023
Q3 | $78K | Buy |
+410
| New | +$78K | 0.04% | 207 |
|