MRWM
ML&R Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $303K | Hold |
1,473
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $279K | Buy |
1,473
+29
| +2% | +$5.49K | 0.06% | 62 |
|
|
2023
Q3 | $275K | Buy |
1,444
+42
| +3% | +$7.99K | 0.07% | 55 |
|
|
2023
Q2 | $264K | Buy |
1,402
+94
| +7% | +$17.7K | 0.06% | 79 |
|
|
2023
Q1 | $218K | Buy |
1,308
+79
| +6% | +$13.2K | 0.06% | 64 |
|
|
2022
Q4 | $203K | Buy |
+1,229
| New | +$203K | 0.06% | 55 |
|
|
2022
Q2 | – | Sell |
-1,219
| Closed | -$208K | – | 60 |
|
|
2022
Q1 | $208K | Buy |
1,219
+19
| +2% | +$3.24K | 0.08% | 47 |
|
|
2021
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.08% | 46 |
|