Douglas Lane & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $919K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $925K | Hold |
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|
2022
Q2 | $962K | Buy |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $834K | Sell |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $783K | Sell |
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|
2020
Q4 | $763K | Buy |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $596K | Hold |
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|
2019
Q4 | $768K | Sell |
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|
2019
Q3 | $703K | Sell |
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|
2019
Q2 | $708K | Buy |
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|
2019
Q1 | $665K | Sell |
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|
2018
Q4 | $587K | Sell |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $707K | Buy |
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|
2018
Q1 | $676K | Buy |
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|
2017
Q4 | $615K | Buy |
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|
2017
Q3 | $607K | Buy |
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|
2017
Q2 | $427K | Buy |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $384K | Buy |
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