Laffer Tengler Investments’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 |
-25
| Closed | -$4.74K | – | 476 |
|
|
2023
Q4 | $4.74K | Buy |
+25
| New | +$4.74K | ﹤0.01% | 315 |
|
|
2018
Q1 | – | Sell |
-28,242
| Closed | -$2.3M | – | 236 |
|
|
2017
Q4 | $2.3M | Hold |
28,242
| – | – | 0.58% | 58 |
|
|
2017
Q3 | $2.37M | Sell |
28,242
-2,025
| -7% | -$170K | 0.62% | 49 |
|
|
2017
Q2 | $2.36M | Hold |
30,267
| – | – | 0.6% | 51 |
|
|
2017
Q1 | $2.24M | Hold |
30,267
| – | – | 0.59% | 52 |
|
|
2016
Q4 | $2.05M | Buy |
30,267
+9,120
| +43% | +$616K | 0.55% | 51 |
|
|
2016
Q3 | $1.42M | Hold |
21,147
| – | – | 0.4% | 90 |
|
|
2016
Q2 | $1.45M | Buy |
+21,147
| New | +$1.45M | 0.41% | 92 |
|
|
2015
Q2 | – | Sell |
-53,562
| Closed | -$3M | – | 244 |
|
|
2015
Q1 | $3M | Buy |
+53,562
| New | +$3M | 0.42% | 63 |
|
|
2014
Q4 | – | Sell |
-53,562
| Closed | -$2.8M | – | 50 |
|
|
2014
Q3 | $2.8M | Hold |
53,562
| – | – | 0.41% | 50 |
|
|
2014
Q2 | $2.78M | Sell |
53,562
-4,117
| -7% | -$213K | 0.43% | 55 |
|
|
2014
Q1 | $2.84M | Hold |
57,679
| – | – | 0.46% | 58 |
|
|
2013
Q4 | $2.79M | Buy |
+57,679
| New | +$2.79M | 0.46% | 50 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 56 |
|