Domani Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $556K | Hold |
3,340
| – | – | 0.13% | 67 |
|
|
2022
Q4 | $553K | Hold |
3,340
| – | – | 0.14% | 68 |
|
|
2022
Q3 | $499K | Hold |
3,340
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $519K | Hold |
3,340
| – | – | 0.14% | 64 |
|
|
2022
Q1 | $569K | Hold |
3,340
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $581K | Hold |
3,340
| – | – | 0.11% | 70 |
|
|
2021
Q3 | $506K | Hold |
3,340
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $470K | Hold |
3,340
| – | – | 0.09% | 75 |
|
|
2021
Q1 | $407K | Hold |
3,340
| – | – | 0.08% | 83 |
|
|
2020
Q4 | $391K | Hold |
3,340
| – | – | 0.08% | 82 |
|
|
2020
Q3 | $383K | Hold |
3,340
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $359K | Hold |
3,340
| – | – | 0.08% | 87 |
|
|
2020
Q1 | $289K | Hold |
3,340
| – | – | 0.08% | 99 |
|
|
2019
Q4 | $372K | Hold |
3,340
| – | – | 0.12% | 79 |
|
|
2019
Q3 | $334K | Hold |
3,340
| – | – | 0.12% | 79 |
|
|
2019
Q2 | $333K | Hold |
3,340
| – | – | 0.12% | 78 |
|
|
2019
Q1 | $314K | Buy |
+3,340
| New | +$314K | 0.13% | 80 |
|