Lantz Financial’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 | $1.7M | Sell |
7,757
-2
| -0% | -$437 | 0.42% | 73 |
|
|
2025
Q1 | $1.89M | Buy |
7,759
+26
| +0.3% | +$6.35K | 0.52% | 57 |
|
|
2024
Q4 | $1.64M | Sell |
7,733
-6
| -0.1% | -$1.27K | 0.44% | 67 |
|
|
2024
Q3 | $1.73M | Buy |
7,739
+27
| +0.4% | +$6.02K | 0.47% | 64 |
|
|
2024
Q2 | $1.63M | Sell |
7,712
-24
| -0.3% | -$5.06K | 0.5% | 60 |
|
|
2024
Q1 | $1.59M | Buy |
7,736
+36
| +0.5% | +$7.42K | 0.51% | 61 |
|
|
2023
Q4 | $1.46M | Sell |
7,700
-20
| -0.3% | -$3.79K | 0.53% | 61 |
|
|
2023
Q3 | $1.47M | Buy |
7,720
+30
| +0.4% | +$5.71K | 0.58% | 50 |
|
|
2023
Q2 | $1.45M | Buy |
7,690
+16
| +0.2% | +$3.01K | 0.57% | 58 |
|
|
2023
Q1 | $1.28M | Hold |
7,674
| – | – | 0.53% | 62 |
|
|
2022
Q4 | $1.27M | Buy |
7,674
+5,382
| +235% | +$891K | 0.58% | 53 |
|
|
2022
Q3 | $342K | Hold |
2,292
| – | – | 0.18% | 117 |
|
|
2022
Q2 | $356K | Hold |
2,292
| – | – | 0.16% | 120 |
|
|
2022
Q1 | $391K | Hold |
2,292
| – | – | 0.16% | 116 |
|
|
2021
Q4 | $398K | Hold |
2,292
| – | – | 0.18% | 105 |
|
|
2021
Q3 | $347K | Hold |
2,292
| – | – | 0.18% | 111 |
|
|
2021
Q2 | $322K | Hold |
2,292
| – | – | 0.17% | 115 |
|
|
2021
Q1 | $279K | Hold |
2,292
| – | – | 0.16% | 113 |
|
|
2020
Q4 | $268K | Hold |
2,292
| – | – | 0.17% | 105 |
|
|
2020
Q3 | $263K | Hold |
2,292
| – | – | 0.18% | 97 |
|
|
2020
Q2 | $246K | Buy |
+2,292
| New | +$246K | 0.18% | 94 |
|
|
2020
Q1 | – | Sell |
-2,292
| Closed | -$255K | – | 119 |
|
|
2019
Q4 | $255K | Buy |
+2,292
| New | +$255K | 0.15% | 118 |
|