Dowling & Yahnke’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$909K Buy
2022
Q2
$847K Buy
2022
Q1
$786K Buy
2021
Q4
$719K Buy
2021
Q3
$462K Buy
2021
Q2
$280K Buy