Leavell Investment Management’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 | $1.09M | Buy |
4,982
+439
| +10% | +$96K | 0.05% | 287 |
|
|
2025
Q1 | $1.11M | Sell |
4,543
-64
| -1% | -$15.6K | 0.05% | 268 |
|
|
2024
Q4 | $979K | Hold |
4,607
| – | – | 0.05% | 282 |
|
|
2024
Q3 | $1.03M | Buy |
4,607
+16
| +0.3% | +$3.57K | 0.05% | 288 |
|
|
2024
Q2 | $967K | Buy |
4,591
+1,416
| +45% | +$298K | 0.05% | 277 |
|
|
2024
Q1 | $654K | Buy |
3,175
+17
| +0.5% | +$3.5K | 0.04% | 315 |
|
|
2023
Q4 | $598K | Hold |
3,158
| – | – | 0.04% | 311 |
|
|
2023
Q3 | $601K | Buy |
3,158
+8
| +0.3% | +$1.52K | 0.04% | 311 |
|
|
2023
Q2 | $592K | Hold |
3,150
| – | – | 0.04% | 310 |
|
|
2023
Q1 | $525K | Hold |
3,150
| – | – | 0.04% | 318 |
|
|
2022
Q4 | $521K | Hold |
3,150
| – | – | 0.04% | 311 |
|
|
2022
Q3 | $470K | Hold |
3,150
| – | – | 0.04% | 313 |
|
|
2022
Q2 | $489K | Hold |
3,150
| – | – | 0.04% | 312 |
|
|
2022
Q1 | $537K | Hold |
3,150
| – | – | 0.04% | 299 |
|
|
2021
Q4 | $548K | Hold |
3,150
| – | – | 0.04% | 305 |
|
|
2021
Q3 | $477K | Buy |
+3,150
| New | +$477K | 0.04% | 295 |
|