RDWM
Red Door Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
5,656
+891
| +19% | +$195K | 0.15% | 94 |
|
|
2025
Q1 | $1.16M | Buy |
4,765
+153
| +3% | +$37.3K | 0.17% | 86 |
|
|
2024
Q4 | $980K | Buy |
4,612
+78
| +2% | +$16.6K | 0.15% | 91 |
|
|
2024
Q3 | $1.01M | Sell |
4,534
-4
| -0.1% | -$892 | 0.17% | 83 |
|
|
2024
Q2 | $956K | Hold |
4,538
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $935K | Buy |
4,538
+599
| +15% | +$123K | 0.18% | 82 |
|
|
2023
Q4 | $746K | Buy |
+3,939
| New | +$746K | 0.16% | 90 |
|