DPW
DiNuzzo Private Wealth’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
32
-2
| -6% | -$437 | ﹤0.01% | 311 |
|
|
2025
Q1 | $8.3K | Buy |
34
+3
| +10% | +$732 | ﹤0.01% | 279 |
|
|
2024
Q4 | $6.59K | Sell |
31
-1
| -3% | -$212 | ﹤0.01% | 301 |
|
|
2024
Q3 | $7.14K | Buy |
32
+1
| +3% | +$223 | ﹤0.01% | 300 |
|
|
2024
Q2 | $6.53K | Buy |
31
+5
| +19% | +$1.05K | ﹤0.01% | 250 |
|
|
2024
Q1 | $5.36K | Hold |
26
| – | – | ﹤0.01% | 242 |
|
|
2023
Q4 | $4.93K | Buy |
+26
| New | +$4.93K | ﹤0.01% | 242 |
|