LBP AM’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,924
| Closed | -$3.11M | – | 398 |
|
|
2024
Q3 | $3.11M | Buy |
+13,924
| New | +$3.11M | 0.05% | 217 |
|
|
2023
Q4 | – | Sell |
-13,680
| Closed | -$2.6M | – | 460 |
|
|
2023
Q3 | $2.6M | Buy |
13,680
+2,162
| +19% | +$411K | 0.06% | 257 |
|
|
2023
Q2 | $2.17M | Buy |
+11,518
| New | +$2.17M | 0.05% | 248 |
|