Domani Wealth’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$556K Hold
2022
Q4
$553K Hold
2022
Q3
$499K Hold
2022
Q2
$519K Hold
2022
Q1
$569K Hold
2021
Q4
$581K Hold
2021
Q3
$506K Hold
2021
Q2
$470K Hold
2021
Q1
$407K Hold
2020
Q4
$391K Hold
2020
Q3
$383K Hold
2020
Q2
$359K Hold
2020
Q1
$289K Hold
2019
Q4
$372K Hold
2019
Q3
$334K Hold
2019
Q2
$333K Hold
2019
Q1
$314K Buy