Lion Street Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Buy |
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