High Net Worth Advisory Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-714
| Closed | -$118K | – | 426 |
|
|
2022
Q4 | $118K | Hold |
714
| – | – | 0.05% | 234 |
|
|
2022
Q3 | $107K | Hold |
714
| – | – | 0.05% | 234 |
|
|
2022
Q2 | $111K | Hold |
714
| – | – | 0.05% | 231 |
|
|
2022
Q1 | $122K | Sell |
714
-148
| -17% | -$25.3K | 0.04% | 229 |
|
|
2021
Q4 | $150K | Buy |
+862
| New | +$150K | 0.05% | 212 |
|