Dixon Hubard Feinour & Brown’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,259	Closed	-$215K	–	297
2022 Q1	$215K	Hold	1,259	–	–	0.02%	286
2021 Q4	$219K	Buy	+1,259	New	+$219K	0.02%	285
2021 Q2	–	Sell	-4,386	Closed	-$519K	–	202
2021 Q1	$519K	Buy	4,386 +2,193	+100%	+$260K	0.06%	149
2020 Q4	$252K	Hold	2,193	–	–	0.06%	150
2020 Q3	$252K	Hold	2,193	–	–	0.06%	150
2020 Q2	$250K	Sell	2,193 -833	-28%	-$95K	0.06%	155
2020 Q1	$262K	Hold	3,026	–	–	0.09%	125
2019 Q4	$337K	Hold	3,026	–	–	0.09%	128
2019 Q3	$303K	Hold	3,026	–	–	0.08%	134
2019 Q2	$302K	Hold	3,026	–	–	0.09%	136
2019 Q1	$284K	Hold	3,026	–	–	0.09%	136
2018 Q4	$241K	Hold	3,026	–	–	0.09%	136
2018 Q3	$250K	Hold	3,026	–	–	0.07%	154
2018 Q2	$248K	Hold	3,026	–	–	0.07%	144
2018 Q1	$250K	Sell	3,026 -666	-18%	-$55K	0.07%	161
2017 Q4	$300K	Hold	3,692	–	–	0.08%	149
2017 Q3	$309K	Hold	3,692	–	–	0.09%	143
2017 Q2	$288K	Hold	3,692	–	–	0.08%	145
2017 Q1	$273K	Hold	3,692	–	–	0.08%	144
2016 Q4	$250K	Hold	3,692	–	–	0.08%	144
2016 Q3	$248K	Hold	3,692	–	–	0.08%	146
2016 Q2	$253K	Hold	3,692	–	–	0.08%	147
2016 Q1	$233K	Hold	3,692	–	–	0.08%	152
2015 Q4	$205K	Buy	+3,692	New	+$205K	0.07%	166
2015 Q3	–	Sell	-3,758	Closed	-$213K	–	183
2015 Q2	$213K	Buy	3,758 +66	+2%	+$3.74K	0.07%	167
2015 Q1	$207K	Hold	3,692	–	–	0.06%	185
2014 Q4	$211K	Buy	+3,692	New	+$211K	0.07%	178