Lourd Capital’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
$262K Sell
2019
Q1
$258K Sell
2018
Q4
$260K Buy
2018
Q3
$270K Buy
2018
Q1
Sell
2017
Q4
$271K Buy
2017
Q3
$245K Buy
2017
Q2
$221K Buy
2017
Q1
$207K Buy