DWM
Dogwood Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,854
-1,094
| -37% | -$233K | 0.19% | 79 |
|
|
2025
Q1 | $719K | Buy |
2,948
+359
| +14% | +$87.6K | 0.38% | 60 |
|
|
2024
Q4 | $550K | Buy |
2,589
+320
| +14% | +$68K | 0.29% | 76 |
|
|
2024
Q3 | $506K | Buy |
2,269
+1,297
| +133% | +$289K | 0.29% | 66 |
|
|
2024
Q2 | $205K | Buy |
972
+470
| +94% | +$99K | 0.13% | 74 |
|
|
2024
Q1 | $103K | Buy |
502
+99
| +25% | +$20.4K | 0.07% | 107 |
|
|
2023
Q4 | $76.4K | Buy |
+403
| New | +$76.4K | 0.06% | 116 |
|