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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