Linscomb Wealth’s Marsh & McLennan MMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,175
Closed -$793K 345
2020
Q1
$793K Sell
9,175
-2,060
-18% -$178K 0.07% 173
2019
Q4
$1.25M Buy
+11,235
New +$1.25M 0.08% 170