DAS
Diversify Advisory Services’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+6,396
| New | +$1.31M | 0.05% | 271 |
|
|
2025
Q1 | – | Sell |
-3,504
| Closed | -$733K | – | 666 |
|
|
2024
Q4 | $733K | Sell |
3,504
-659
| -16% | -$138K | 0.04% | 287 |
|
|
2024
Q3 | $923K | Sell |
4,163
-194
| -4% | -$43K | 0.05% | 266 |
|
|
2024
Q2 | $923K | Sell |
4,357
-784
| -15% | -$166K | 0.05% | 262 |
|
|
2024
Q1 | $1.05M | Buy |
+5,141
| New | +$1.05M | 0.06% | 239 |
|