Kelly Lawrence W & Associates’s Marsh & McLennan MMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-900	Closed	-$171K	–	183
2023 Q4	$171K	Hold	900	–	–	0.04%	85
2023 Q3	$171K	Hold	900	–	–	0.05%	79
2023 Q2	$163K	Hold	900	–	–	0.04%	80
2023 Q1	$150K	Hold	900	–	–	0.04%	80
2022 Q4	$149K	Hold	900	–	–	0.04%	78
2022 Q3	$134K	Hold	900	–	–	0.04%	93
2022 Q2	$140K	Hold	900	–	–	0.04%	88
2022 Q1	$153K	Hold	900	–	–	0.03%	83
2021 Q4	$156K	Hold	900	–	–	0.03%	85
2021 Q3	$136K	Hold	900	–	–	0.03%	87
2021 Q2	$127K	Hold	900	–	–	0.03%	91
2021 Q1	$110K	Buy	+900	New	+$110K	0.03%	92
2020 Q4	–	Sell	-1,200	Closed	-$138K	–	112
2020 Q3	$138K	Hold	1,200	–	–	0.04%	67
2020 Q2	$129K	Hold	1,200	–	–	0.03%	69
2020 Q1	$104K	Sell	1,200 -200	-14%	-$17.3K	0.03%	77
2019 Q4	$156K	Sell	1,400 -400	-22%	-$44.6K	0.02%	83
2019 Q3	$180K	Sell	1,800 -200	-10%	-$20K	0.03%	81
2019 Q2	$199K	Buy	+2,000	New	+$199K	0.03%	82
2016 Q2	–	Sell	-1,700	Closed	-$103K	–	188
2016 Q1	$103K	Sell	1,700 -1,700	-50%	-$103K	0.03%	107
2015 Q4	$189K	Buy	3,400 +2,500	+278%	+$139K	0.04%	91
2015 Q3	$47K	Buy	+900	New	+$47K	0.01%	117