LAM
Lummis Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$1.7K | – | 165 |
|
|
2024
Q4 | $1.7K | Hold |
8
| – | – | ﹤0.01% | 128 |
|
|
2024
Q3 | $1.79K | Hold |
8
| – | – | ﹤0.01% | 133 |
|
|
2024
Q2 | $1.69K | Hold |
8
| – | – | ﹤0.01% | 135 |
|
|
2024
Q1 | $1.65K | Hold |
8
| – | – | ﹤0.01% | 138 |
|
|
2023
Q4 | $1.52K | Buy |
+8
| New | +$1.52K | ﹤0.01% | 160 |
|