LRI Investments’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 | $55.5K | Buy |
254
+8
| +3% | +$1.75K | ﹤0.01% | 534 |
|
|
2025
Q1 | $60K | Buy |
246
+11
| +5% | +$2.68K | 0.01% | 511 |
|
|
2024
Q4 | $49.9K | Buy |
235
+129
| +122% | +$27.4K | ﹤0.01% | 524 |
|
|
2024
Q3 | $23.5K | Buy |
106
+28
| +36% | +$6.2K | ﹤0.01% | 626 |
|
|
2024
Q2 | $16.4K | Hold |
78
| – | – | ﹤0.01% | 644 |
|
|
2024
Q1 | $16.1K | Buy |
+78
| New | +$16.1K | ﹤0.01% | 412 |
|