BEAM
Baker Ellis Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Hold |
3,788
| – | – | 0.11% | 116 |
|
|
2025
Q1 | $924K | Buy |
3,788
+1,440
| +61% | +$351K | 0.13% | 112 |
|
|
2024
Q4 | $499K | Buy |
2,348
+400
| +21% | +$85K | 0.07% | 141 |
|
|
2024
Q3 | $435K | Buy |
1,948
+336
| +21% | +$75K | 0.06% | 155 |
|
|
2024
Q2 | $340K | Buy |
1,612
+200
| +14% | +$42.1K | 0.05% | 168 |
|
|
2024
Q1 | $291K | Buy |
+1,412
| New | +$291K | 0.04% | 179 |
|