DWA

Dougherty Wealth Advisers’s Marsh & McLennan MMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$73K	Hold	334	–	–	0.05%	71
2025 Q1	$81.5K	Hold	334	–	–	0.06%	65
2024 Q4	$70.9K	Hold	334	–	–	0.06%	69
2024 Q3	$74.5K	Sell	334 -21	-6%	-$4.69K	0.06%	66
2024 Q2	$74.8K	Hold	355	–	–	0.07%	64
2024 Q1	$73.1K	Sell	355 -88	-20%	-$18.1K	0.06%	66
2023 Q4	$83.9K	Hold	443	–	–	0.08%	69
2023 Q3	$84.3K	Hold	443	–	–	0.1%	58
2023 Q2	$83.3K	Sell	443 -50	-10%	-$9.4K	0.11%	64
2023 Q1	$82.1K	Sell	493 -493	-50%	-$82.1K	0.12%	64
2022 Q4	$163K	Hold	986	–	–	0.27%	43
2022 Q3	$147K	Hold	986	–	–	0.29%	38
2022 Q2	$153K	Hold	986	–	–	0.29%	38
2022 Q1	$168K	Hold	986	–	–	0.25%	42
2021 Q4	$171K	Hold	986	–	–	0.24%	43
2021 Q3	$149K	Hold	986	–	–	0.22%	44
2021 Q2	$139K	Hold	986	–	–	0.21%	52
2021 Q1	$120K	Hold	986	–	–	0.18%	56
2020 Q4	$115K	Hold	986	–	–	0.18%	54
2020 Q3	$113K	Hold	986	–	–	0.39%	48
2020 Q2	$106K	Hold	986	–	–	0.39%	51
2020 Q1	$85K	Hold	986	–	–	0.34%	56
2019 Q4	$110K	Hold	986	–	–	0.34%	57
2019 Q3	$99K	Hold	986	–	–	0.33%	63
2019 Q2	$98K	Hold	986	–	–	0.28%	72
2019 Q1	$93K	Hold	986	–	–	0.32%	64
2018 Q4	$88K	Buy	+986	New	+$88K	0.29%	67