LIA
LS Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
7,749
| – | – | 0.25% | 59 |
|
|
2025
Q1 | $1.89M | Hold |
7,749
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $1.65M | Sell |
7,749
-256
| -3% | -$54.4K | 0.24% | 61 |
|
|
2024
Q3 | $1.79M | Hold |
8,005
| – | – | 0.26% | 61 |
|
|
2024
Q2 | $1.69M | Hold |
8,005
| – | – | 0.26% | 65 |
|
|
2024
Q1 | $1.65M | Hold |
8,005
| – | – | 0.26% | 66 |
|
|
2023
Q4 | $1.52M | Sell |
8,005
-253
| -3% | -$47.9K | 0.26% | 63 |
|
|
2023
Q3 | $1.57M | Hold |
8,258
| – | – | 0.3% | 59 |
|
|
2023
Q2 | $1.55M | Hold |
8,258
| – | – | 0.27% | 62 |
|
|
2023
Q1 | $1.38M | Hold |
8,258
| – | – | 0.26% | 65 |
|
|
2022
Q4 | $1.37M | Sell |
8,258
-307
| -4% | -$50.8K | 0.27% | 59 |
|
|
2022
Q3 | $1.28M | Hold |
8,565
| – | – | 0.26% | 61 |
|
|
2022
Q2 | $1.33M | Hold |
8,565
| – | – | 0.25% | 62 |
|
|
2022
Q1 | $1.46M | Sell |
8,565
-39
| -0.5% | -$6.65K | 0.23% | 62 |
|
|
2021
Q4 | $1.5M | Sell |
8,604
-292
| -3% | -$50.8K | 0.23% | 61 |
|
|
2021
Q3 | $1.35M | Hold |
8,896
| – | – | 0.17% | 68 |
|
|
2021
Q2 | $1.25M | Sell |
8,896
-12,874
| -59% | -$1.81M | 0.16% | 75 |
|
|
2021
Q1 | $2.65M | Sell |
21,770
-6,097
| -22% | -$743K | 0.15% | 143 |
|
|
2020
Q4 | $3.26M | Sell |
27,867
-441
| -2% | -$51.6K | 0.17% | 131 |
|
|
2020
Q3 | $3.25M | Buy |
28,308
+56
| +0.2% | +$6.42K | 0.18% | 126 |
|
|
2020
Q2 | $3.03M | Sell |
28,252
-416
| -1% | -$44.7K | 0.19% | 125 |
|
|
2020
Q1 | $2.48M | Sell |
28,668
-2,259
| -7% | -$195K | 0.18% | 127 |
|
|
2019
Q4 | $3.45M | Sell |
30,927
-1,201
| -4% | -$134K | 0.19% | 120 |
|
|
2019
Q3 | $3.21M | Sell |
32,128
-208
| -0.6% | -$20.8K | 0.19% | 117 |
|
|
2019
Q2 | $3.23M | Sell |
32,336
-605
| -2% | -$60.4K | 0.2% | 117 |
|
|
2019
Q1 | $3.09M | Sell |
32,941
-869
| -3% | -$81.6K | 0.19% | 120 |
|
|
2018
Q4 | $2.7M | Sell |
33,810
-2,914
| -8% | -$232K | 0.19% | 120 |
|
|
2018
Q3 | $3.04M | Sell |
36,724
-1,460
| -4% | -$121K | 0.17% | 125 |
|
|
2018
Q2 | $3.13M | Sell |
38,184
-399
| -1% | -$32.7K | 0.19% | 119 |
|
|
2018
Q1 | $3.19M | Sell |
38,583
-675
| -2% | -$55.8K | 0.19% | 115 |
|
|
2017
Q4 | $3.2M | Sell |
39,258
-1,120
| -3% | -$91.2K | 0.19% | 112 |
|
|
2017
Q3 | $3.38M | Sell |
40,378
-825
| -2% | -$69.1K | 0.2% | 105 |
|
|
2017
Q2 | $3.21M | Buy |
41,203
+113
| +0.3% | +$8.81K | 0.2% | 107 |
|
|
2017
Q1 | $3.04M | Sell |
41,090
-47
| -0.1% | -$3.47K | 0.19% | 110 |
|
|
2016
Q4 | $2.78M | Sell |
41,137
-929
| -2% | -$62.8K | 0.2% | 101 |
|
|
2016
Q3 | $2.83M | Sell |
42,066
-3,351
| -7% | -$225K | 0.21% | 96 |
|
|
2016
Q2 | $3.11M | Sell |
45,417
-539
| -1% | -$36.9K | 0.22% | 107 |
|
|
2016
Q1 | $2.79M | Sell |
45,956
-271
| -0.6% | -$16.5K | 0.21% | 106 |
|
|
2015
Q4 | $2.56M | Sell |
46,227
-2,746
| -6% | -$152K | 0.2% | 107 |
|
|
2015
Q3 | $2.56M | Sell |
48,973
-177
| -0.4% | -$9.24K | 0.21% | 96 |
|
|
2015
Q2 | $2.79M | Sell |
49,150
-570
| -1% | -$32.3K | 0.21% | 97 |
|
|
2015
Q1 | $2.79M | Buy |
49,720
+4,107
| +9% | +$230K | 0.21% | 109 |
|
|
2014
Q4 | $2.61M | Buy |
45,613
+1,005
| +2% | +$57.5K | 0.21% | 104 |
|
|
2014
Q3 | $2.34M | Sell |
44,608
-2,127
| -5% | -$111K | 0.2% | 116 |
|
|
2014
Q2 | $2.42M | Sell |
46,735
-403
| -0.9% | -$20.9K | 0.21% | 110 |
|
|
2014
Q1 | $2.32M | Buy |
47,138
+3,121
| +7% | +$154K | 0.19% | 115 |
|
|
2013
Q4 | $2.13M | Buy |
44,017
+12,255
| +39% | +$593K | 0.19% | 109 |
|
|
2013
Q3 | $1.38M | Buy |
31,762
+6,495
| +26% | +$283K | 0.17% | 113 |
|
|
2013
Q2 | $1.01M | Buy |
+25,267
| New | +$1.01M | 0.13% | 120 |
|