Leavell Investment Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $979K | Hold |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $967K | Buy |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $525K | Hold |
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|
2022
Q4 | $521K | Hold |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $489K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $477K | Buy |
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