Dogwood Wealth Management’s Marsh & McLennan MMC Stock Holding History

Dogwood Wealth Management’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$395K	Sell
2025 Q1	$719K	Buy
2024 Q4	$550K	Buy
2024 Q3	$506K	Buy
2024 Q2	$205K	Buy
2024 Q1	$103K	Buy
2023 Q4	$76.4K	Buy