Lafayette Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
19,624
-164
| -0.8% | -$35.9K | 0.87% | 36 |
|
|
2025
Q1 | $4.83M | Sell |
19,788
-135
| -0.7% | -$32.9K | 1.02% | 28 |
|
|
2024
Q4 | $4.23M | Sell |
19,923
-160
| -0.8% | -$34K | 0.91% | 31 |
|
|
2024
Q3 | $4.48M | Sell |
20,083
-1,950
| -9% | -$435K | 0.94% | 32 |
|
|
2024
Q2 | $4.64M | Sell |
22,033
-40
| -0.2% | -$8.43K | 1.06% | 27 |
|
|
2024
Q1 | $4.55M | Sell |
22,073
-50
| -0.2% | -$10.3K | 1.02% | 28 |
|
|
2023
Q4 | $4.19M | Sell |
22,123
-75
| -0.3% | -$14.2K | 1.04% | 27 |
|
|
2023
Q3 | $4.22M | Buy |
22,198
+14
| +0.1% | +$2.66K | 1.15% | 26 |
|
|
2023
Q2 | $4.17M | Sell |
22,184
-111
| -0.5% | -$20.9K | 1.1% | 29 |
|
|
2023
Q1 | $3.71M | Sell |
22,295
-425
| -2% | -$70.8K | 1.03% | 32 |
|
|
2022
Q4 | $3.76M | Sell |
22,720
-40
| -0.2% | -$6.62K | 1.06% | 32 |
|
|
2022
Q3 | $3.4M | Hold |
22,760
| – | – | 1.05% | 31 |
|
|
2022
Q2 | $3.53M | Sell |
22,760
-140
| -0.6% | -$21.7K | 1.02% | 33 |
|
|
2022
Q1 | $3.9M | Sell |
22,900
-300
| -1% | -$51.1K | 0.97% | 35 |
|
|
2021
Q4 | $4.03M | Sell |
23,200
-160
| -0.7% | -$27.8K | 1.01% | 34 |
|
|
2021
Q3 | $3.54M | Sell |
23,360
-100
| -0.4% | -$15.1K | 0.96% | 41 |
|
|
2021
Q2 | $3.3M | Sell |
23,460
-400
| -2% | -$56.3K | 0.9% | 40 |
|
|
2021
Q1 | $2.91M | Sell |
23,860
-325
| -1% | -$39.6K | 0.93% | 41 |
|
|
2020
Q4 | $2.83M | Sell |
24,185
-300
| -1% | -$35.1K | 0.96% | 41 |
|
|
2020
Q3 | $2.81M | Sell |
24,485
-708
| -3% | -$81.2K | 1.07% | 38 |
|
|
2020
Q2 | $2.71M | Sell |
25,193
-640
| -2% | -$68.7K | 1.13% | 36 |
|
|
2020
Q1 | $2.23M | Sell |
25,833
-197
| -0.8% | -$17K | 1.07% | 34 |
|
|
2019
Q4 | $2.9M | Sell |
26,030
-1,749
| -6% | -$195K | 1.01% | 36 |
|
|
2019
Q3 | $2.78M | Sell |
27,779
-164
| -0.6% | -$16.4K | 1% | 35 |
|
|
2019
Q2 | $2.79M | Hold |
27,943
| – | – | 0.99% | 35 |
|
|
2019
Q1 | $2.62M | Sell |
27,943
-21,800
| -44% | -$2.05M | 0.97% | 35 |
|
|
2018
Q4 | $3.97M | Sell |
49,743
-2,199
| -4% | -$175K | 1.59% | 24 |
|
|
2018
Q3 | $4.3M | Sell |
51,942
-975
| -2% | -$80.7K | 1.48% | 28 |
|
|
2018
Q2 | $4.34M | Sell |
52,917
-199
| -0.4% | -$16.3K | 1.59% | 27 |
|
|
2018
Q1 | $4.39M | Sell |
53,116
-1,974
| -4% | -$163K | 1.64% | 26 |
|
|
2017
Q4 | $4.48M | Sell |
55,090
-1,025
| -2% | -$83.4K | 1.6% | 25 |
|
|
2017
Q3 | $4.7M | Sell |
56,115
-1,050
| -2% | -$88K | 1.75% | 26 |
|
|
2017
Q2 | $4.46M | Sell |
57,165
-450
| -0.8% | -$35.1K | 1.65% | 27 |
|
|
2017
Q1 | $4.26M | Sell |
57,615
-1,025
| -2% | -$75.7K | 1.58% | 30 |
|
|
2016
Q4 | $3.96M | Sell |
58,640
-1,600
| -3% | -$108K | 1.52% | 28 |
|
|
2016
Q3 | $4.05M | Sell |
60,240
-500
| -0.8% | -$33.6K | 1.63% | 27 |
|
|
2016
Q2 | $4.16M | Sell |
60,740
-500
| -0.8% | -$34.2K | 1.69% | 26 |
|
|
2016
Q1 | $3.72M | Hold |
61,240
| – | – | 1.55% | 28 |
|
|
2015
Q4 | $3.4M | Sell |
61,240
-200
| -0.3% | -$11.1K | 1.41% | 28 |
|
|
2015
Q3 | $3.21M | Hold |
61,440
| – | – | 1.4% | 28 |
|
|
2015
Q2 | $3.48M | Sell |
61,440
-200
| -0.3% | -$11.3K | 1.46% | 28 |
|
|
2015
Q1 | $3.46M | Sell |
61,640
-812
| -1% | -$45.5K | 1.46% | 27 |
|
|
2014
Q4 | $3.58M | Sell |
62,452
-1,700
| -3% | -$97.3K | 1.5% | 28 |
|
|
2014
Q3 | $3.36M | Sell |
64,152
-149
| -0.2% | -$7.8K | 1.51% | 26 |
|
|
2014
Q2 | $3.33M | Sell |
64,301
-399
| -0.6% | -$20.7K | 1.46% | 27 |
|
|
2014
Q1 | $3.19M | Sell |
64,700
-600
| -0.9% | -$29.6K | 1.46% | 28 |
|
|
2013
Q4 | $3.16M | Sell |
65,300
-6,998
| -10% | -$338K | 1.48% | 28 |
|
|
2013
Q3 | $3.15M | Sell |
72,298
-24,130
| -25% | -$1.05M | 1.53% | 28 |
|
|
2013
Q2 | $3.85M | Buy |
+96,428
| New | +$3.85M | 1.85% | 24 |
|