LA
Legacy Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,826
| Closed | -$7.03M | – | 253 |
|
|
2025
Q1 | $7.03M | Buy |
28,826
+655
| +2% | +$160K | 0.72% | 24 |
|
|
2024
Q4 | $5.98M | Sell |
28,171
-262
| -0.9% | -$55.7K | 0.58% | 29 |
|
|
2024
Q3 | $6.34M | Buy |
28,433
+640
| +2% | +$143K | 0.69% | 26 |
|
|
2024
Q2 | $5.86M | Buy |
27,793
+1,916
| +7% | +$404K | 0.71% | 24 |
|
|
2024
Q1 | $5.33M | Sell |
25,877
-1,925
| -7% | -$397K | 0.67% | 24 |
|
|
2023
Q4 | $5.27M | Sell |
27,802
-9,681
| -26% | -$1.83M | 0.68% | 23 |
|
|
2023
Q3 | $7.13M | Buy |
37,483
+914
| +2% | +$174K | 1.15% | 16 |
|
|
2023
Q2 | $6.88M | Buy |
36,569
+3,371
| +10% | +$634K | 1.02% | 17 |
|
|
2023
Q1 | $5.53M | Buy |
33,198
+4,000
| +14% | +$666K | 1.02% | 17 |
|
|
2022
Q4 | $4.83M | Buy |
29,198
+5,174
| +22% | +$856K | 0.88% | 16 |
|
|
2022
Q3 | $3.59M | Buy |
24,024
+2,493
| +12% | +$372K | 0.79% | 17 |
|
|
2022
Q2 | $3.34M | Buy |
21,531
+3,905
| +22% | +$606K | 0.7% | 19 |
|
|
2022
Q1 | $3M | Buy |
+17,626
| New | +$3M | 0.58% | 28 |
|
|
2019
Q2 | – | Sell |
-796
| Closed | -$75K | – | 401 |
|
|
2019
Q1 | $75K | Buy |
+796
| New | +$75K | 0.02% | 184 |
|
|
2018
Q4 | – | Sell |
-19,128
| Closed | -$1.58M | – | 285 |
|
|
2018
Q3 | $1.58M | Buy |
+19,128
| New | +$1.58M | 0.78% | 39 |
|
|
2018
Q1 | – | Sell |
-1,327
| Closed | -$108K | – | 429 |
|
|
2017
Q4 | $108K | Buy |
1,327
+1,247
| +1,559% | +$101K | 0.11% | 86 |
|
|
2017
Q3 | $6K | Buy |
+80
| New | +$6K | 0.01% | 268 |
|
|
2017
Q1 | – | Sell |
-559
| Closed | -$37K | – | 219 |
|
|
2016
Q4 | $37K | Buy |
+559
| New | +$37K | 0.05% | 114 |
|