LWAM
Legacy Wealth Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,311
+19
| +0.4% | +$4.15K | 0.3% | 86 |
|
|
2025
Q1 | $1.29M | Sell |
5,292
-35
| -0.7% | -$8.54K | 0.36% | 77 |
|
|
2024
Q4 | $1.13M | Buy |
5,327
+35
| +0.7% | +$7.43K | 0.31% | 86 |
|
|
2024
Q3 | $1.18M | Buy |
5,292
+38
| +0.7% | +$8.48K | 0.32% | 86 |
|
|
2024
Q2 | $1.11M | Buy |
5,254
+2,371
| +82% | +$500K | 0.31% | 86 |
|
|
2024
Q1 | $594K | Buy |
2,883
+22
| +0.8% | +$4.53K | 0.17% | 197 |
|
|
2023
Q4 | $542K | Sell |
2,861
-4
| -0.1% | -$758 | 0.18% | 203 |
|
|
2023
Q3 | $545K | Sell |
2,865
-2
| -0.1% | -$381 | 0.2% | 172 |
|
|
2023
Q2 | $539K | Buy |
2,867
+3
| +0.1% | +$564 | 0.19% | 189 |
|
|
2023
Q1 | $477K | Buy |
2,864
+7
| +0.2% | +$1.17K | 0.17% | 198 |
|
|
2022
Q4 | $473K | Buy |
2,857
+38
| +1% | +$6.29K | 0.18% | 189 |
|
|
2022
Q3 | $421K | Buy |
+2,819
| New | +$421K | 0.18% | 198 |
|