LGWM
Litman Gregory Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
1,589
| – | – | 0.03% | 111 |
|
|
2025
Q1 | $388K | Sell |
1,589
-211
| -12% | -$51.5K | 0.03% | 104 |
|
|
2024
Q4 | $382K | Hold |
1,800
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $402K | Hold |
1,800
| – | – | 0.03% | 100 |
|
|
2024
Q2 | $379K | Hold |
1,800
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $371K | Hold |
1,800
| – | – | 0.03% | 104 |
|
|
2023
Q4 | $341K | Hold |
1,800
| – | – | 0.03% | 102 |
|
|
2023
Q3 | $343K | Hold |
1,800
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $339K | Buy |
+1,800
| New | +$339K | 0.04% | 69 |
|
|
2023
Q1 | – | Sell |
-1,800
| Closed | -$298K | – | 75 |
|
|
2022
Q4 | $298K | Hold |
1,800
| – | – | 0.04% | 69 |
|
|
2022
Q3 | $269K | Hold |
1,800
| – | – | 0.04% | 70 |
|
|
2022
Q2 | $279K | Buy |
+1,800
| New | +$279K | 0.04% | 80 |
|
|
2022
Q1 | – | Sell |
-1,800
| Closed | -$313K | – | 73 |
|
|
2021
Q4 | $313K | Hold |
1,800
| – | – | 0.05% | 65 |
|
|
2021
Q3 | $273K | Buy |
1,800
+1,547
| +611% | +$235K | 0.05% | 62 |
|
|
2021
Q2 | $253 | Sell |
253
-1,547
| -86% | -$1.55K | 0.05% | 66 |
|
|
2021
Q1 | $219K | Hold |
1,800
| – | – | 0.04% | 59 |
|
|
2020
Q4 | $211K | Hold |
1,800
| – | – | 0.04% | 58 |
|
|
2020
Q3 | $206K | Hold |
1,800
| – | – | 0.04% | 57 |
|
|
2020
Q2 | $193K | Hold |
1,800
| – | – | 0.04% | 56 |
|
|
2020
Q1 | $156K | Hold |
1,800
| – | – | 0.04% | 53 |
|
|
2019
Q4 | $201K | Sell |
1,800
-479
| -21% | -$53.5K | 0.04% | 50 |
|
|
2019
Q3 | $228K | Sell |
2,279
-603
| -21% | -$60.3K | 0.06% | 43 |
|
|
2019
Q2 | $287K | Buy |
+2,882
| New | +$287K | 0.08% | 42 |
|