Dowling & Yahnke’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $909K | Buy |
6,089
+633
| +12% | +$94.5K | 0.04% | 229 |
|
|
2022
Q2 | $847K | Buy |
5,456
+845
| +18% | +$131K | 0.04% | 229 |
|
|
2022
Q1 | $786K | Buy |
4,611
+476
| +12% | +$81.1K | 0.03% | 241 |
|
|
2021
Q4 | $719K | Buy |
4,135
+1,087
| +36% | +$189K | 0.03% | 244 |
|
|
2021
Q3 | $462K | Buy |
3,048
+1,056
| +53% | +$160K | 0.03% | 272 |
|
|
2021
Q2 | $280K | Buy |
+1,992
| New | +$280K | 0.02% | 316 |
|