RDFA
Ritter Daniher Financial Advisory’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84K | Hold |
45
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $11K | Hold |
45
| – | – | ﹤0.01% | 244 |
|
|
2024
Q4 | $9.56K | Hold |
45
| – | – | ﹤0.01% | 242 |
|
|
2024
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 235 |
|
|
2024
Q2 | $9.48K | Sell |
45
-5
| -10% | -$1.05K | ﹤0.01% | 234 |
|
|
2024
Q1 | $10.3K | Hold |
50
| – | – | ﹤0.01% | 217 |
|
|
2023
Q4 | $9.47K | Hold |
50
| – | – | ﹤0.01% | 234 |
|
|
2023
Q3 | $9.52K | Sell |
50
-15
| -23% | -$2.86K | ﹤0.01% | 235 |
|
|
2023
Q2 | $12.2K | Hold |
65
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $10.8K | Hold |
65
| – | – | ﹤0.01% | 204 |
|
|
2022
Q4 | $10.8K | Hold |
65
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $10K | Hold |
65
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $10K | Hold |
65
| – | – | 0.01% | 170 |
|
|
2022
Q1 | $11K | Hold |
65
| – | – | 0.01% | 167 |
|
|
2021
Q4 | $11K | Buy |
+65
| New | +$11K | 0.01% | 157 |
|