LI
Louisbourg Investments’s Marsh & McLennan MMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $894K | Sell |
5,479
-2,700
| -33% | -$440K | 0.21% | 90 |
|
2025
Q1 | $1.41M | Sell |
8,179
-32
| -0.4% | -$5.53K | 0.38% | 78 |
|
2024
Q4 | $1.24M | Buy |
8,211
+3,300
| +67% | +$497K | 0.32% | 79 |
|
2024
Q3 | $824K | Hold |
4,911
| – | – | 0.21% | 84 |
|
2024
Q2 | $769K | Hold |
4,911
| – | – | 0.22% | 82 |
|
2024
Q1 | $759K | Sell |
4,911
-13
| -0.3% | -$2.01K | 0.21% | 80 |
|
2023
Q4 | $718K | Buy |
+4,924
| New | +$718K | 0.22% | 84 |
|