LeJeune Puetz Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $197K | Buy |
1,181
+13
| +1% | +$2.17K | 0.07% | 159 |
|
|
2022
Q4 | $193K | Hold |
1,168
| – | – | 0.07% | 155 |
|
|
2022
Q3 | $174K | Hold |
1,168
| – | – | 0.07% | 156 |
|
|
2022
Q2 | $181K | Hold |
1,168
| – | – | 0.07% | 158 |
|
|
2022
Q1 | $199K | Hold |
1,168
| – | – | 0.07% | 155 |
|
|
2021
Q4 | $203K | Hold |
1,168
| – | – | 0.07% | 157 |
|
|
2021
Q3 | $177K | Buy |
+1,168
| New | +$177K | 0.06% | 165 |
|
|
2020
Q1 | – | Sell |
-1,310
| Closed | -$146K | – | 182 |
|
|
2019
Q4 | $146K | Hold |
1,310
| – | – | 0.07% | 156 |
|
|
2019
Q3 | $131K | Hold |
1,310
| – | – | 0.07% | 160 |
|
|
2019
Q2 | $131K | Hold |
1,310
| – | – | 0.07% | 157 |
|
|
2019
Q1 | $123K | Hold |
1,310
| – | – | 0.07% | 159 |
|
|
2018
Q4 | $104K | Buy |
1,310
+85
| +7% | +$6.75K | 0.06% | 165 |
|
|
2018
Q3 | $101K | Hold |
1,225
| – | – | 0.06% | 163 |
|
|
2018
Q2 | $100K | Buy |
+1,225
| New | +$100K | 0.06% | 160 |
|