RMDI
R.M. Davis Inc’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,618
-180
| -10% | -$39.4K | 0.01% | 223 |
|
|
2025
Q1 | $439K | Buy |
1,798
+180
| +11% | +$43.9K | 0.01% | 214 |
|
|
2024
Q4 | $344K | Sell |
1,618
-44
| -3% | -$9.35K | 0.01% | 226 |
|
|
2024
Q3 | $371K | Hold |
1,662
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $350K | Buy |
1,662
+94
| +6% | +$19.8K | 0.01% | 230 |
|
|
2024
Q1 | $323K | Sell |
1,568
-308
| -16% | -$63.4K | 0.01% | 220 |
|
|
2023
Q4 | $355K | Sell |
1,876
-77
| -4% | -$14.6K | 0.01% | 209 |
|
|
2023
Q3 | $372K | Buy |
1,953
+6
| +0.3% | +$1.14K | 0.01% | 205 |
|
|
2023
Q2 | $366K | Sell |
1,947
-690
| -26% | -$130K | 0.01% | 208 |
|
|
2023
Q1 | $439K | Sell |
2,637
-60
| -2% | -$9.99K | 0.01% | 186 |
|
|
2022
Q4 | $446K | Buy |
2,697
+469
| +21% | +$77.6K | 0.01% | 188 |
|
|
2022
Q3 | $333K | Buy |
+2,228
| New | +$333K | 0.01% | 209 |
|