LeJeune Puetz Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $193K | Hold |
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|
2022
Q3 | $174K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $203K | Hold |
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|
2021
Q3 | $177K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $146K | Hold |
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|
2019
Q3 | $131K | Hold |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $104K | Buy |
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|
2018
Q3 | $101K | Hold |
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|
2018
Q2 | $100K | Buy |
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