Lockerman Financial Group’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 | $354K | Sell |
1,618
-58
| -3% | -$12.7K | 0.48% | 70 |
|
|
2025
Q1 | $409K | Sell |
1,676
-8
| -0.5% | -$1.95K | 0.62% | 50 |
|
|
2024
Q4 | $358K | Buy |
1,684
+43
| +3% | +$9.13K | 0.61% | 48 |
|
|
2024
Q3 | $366K | Buy |
1,641
+8
| +0.5% | +$1.79K | 0.62% | 52 |
|
|
2024
Q2 | $344K | Buy |
1,633
+495
| +43% | +$104K | 0.62% | 52 |
|
|
2024
Q1 | $234K | Buy |
+1,138
| New | +$234K | 0.45% | 87 |
|