LGT Capital Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Buy |
162,962
+8,762
| +6% | +$1.92M | 1.58% | 23 |
|
|
2025
Q1 | $37.6M | Sell |
154,200
-10,980
| -7% | -$2.68M | 1.67% | 20 |
|
|
2024
Q4 | $35.1M | Sell |
165,180
-4,000
| -2% | -$850K | 1.34% | 25 |
|
|
2024
Q3 | $37.7M | Buy |
169,180
+5,900
| +4% | +$1.32M | 1.31% | 28 |
|
|
2024
Q2 | $34.4M | Buy |
163,280
+65,480
| +67% | +$13.8M | 1.17% | 29 |
|
|
2024
Q1 | $20.1M | Buy |
+97,800
| New | +$20.1M | 0.63% | 34 |
|
|
2014
Q3 | – | Sell |
-6,200
| Closed | -$321K | – | 63 |
|
|
2014
Q2 | $321K | Buy |
+6,200
| New | +$321K | 0.08% | 63 |
|