Lodestar Investment Counsel’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q2 | $211K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $422K | Buy |
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|
2015
Q1 | $417K | Buy |
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