Luther King Capital Management (LKCM)’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 | $11.4M | Sell |
52,225
-17
| -0% | -$3.72K | 0.05% | 163 |
|
2025
Q1 | $12.7M | Sell |
52,242
-2,954
| -5% | -$721K | 0.06% | 152 |
|
2024
Q4 | $11.7M | Sell |
55,196
-2,550
| -4% | -$542K | 0.05% | 154 |
|
2024
Q3 | $12.9M | Buy |
57,746
+214
| +0.4% | +$47.7K | 0.06% | 144 |
|
2024
Q2 | $12.1M | Buy |
57,532
+43,618
| +313% | +$9.19M | 0.05% | 143 |
|
2024
Q1 | $2.87M | Sell |
13,914
-70
| -0.5% | -$14.4K | 0.01% | 285 |
|
2023
Q4 | $2.65M | Buy |
13,984
+7,840
| +128% | +$1.49M | 0.01% | 288 |
|
2023
Q3 | $1.17M | Buy |
6,144
+1,462
| +31% | +$278K | 0.01% | 376 |
|
2023
Q2 | $881K | Buy |
4,682
+26
| +0.6% | +$4.89K | ﹤0.01% | 418 |
|
2023
Q1 | $775K | Sell |
4,656
-8
| -0.2% | -$1.33K | ﹤0.01% | 416 |
|
2022
Q4 | $772K | Sell |
4,664
-55
| -1% | -$9.1K | ﹤0.01% | 407 |
|
2022
Q3 | $704K | Buy |
4,719
+433
| +10% | +$64.6K | ﹤0.01% | 410 |
|
2022
Q2 | $665K | Buy |
4,286
+143
| +3% | +$22.2K | ﹤0.01% | 445 |
|
2022
Q1 | $706K | Sell |
4,143
-5
| -0.1% | -$852 | ﹤0.01% | 439 |
|
2021
Q4 | $721K | Buy |
4,148
+28
| +0.7% | +$4.87K | ﹤0.01% | 450 |
|
2021
Q3 | $624K | Hold |
4,120
| – | – | ﹤0.01% | 461 |
|
2021
Q2 | $580K | Buy |
4,120
+1,722
| +72% | +$242K | ﹤0.01% | 486 |
|
2021
Q1 | $292K | Buy |
2,398
+298
| +14% | +$36.3K | ﹤0.01% | 505 |
|
2020
Q4 | $246K | Sell |
2,100
-41
| -2% | -$4.8K | ﹤0.01% | 514 |
|
2020
Q3 | $246K | Sell |
2,141
-3,459
| -62% | -$397K | ﹤0.01% | 487 |
|
2020
Q2 | $601K | Sell |
5,600
-308
| -5% | -$33.1K | ﹤0.01% | 379 |
|
2020
Q1 | $511K | Sell |
5,908
-300
| -5% | -$25.9K | ﹤0.01% | 384 |
|
2019
Q4 | $692K | Sell |
6,208
-280
| -4% | -$31.2K | ﹤0.01% | 378 |
|
2019
Q3 | $649K | Sell |
6,488
-22
| -0.3% | -$2.2K | ﹤0.01% | 372 |
|
2019
Q2 | $649K | Hold |
6,510
| – | – | ﹤0.01% | 366 |
|
2019
Q1 | $611K | Buy |
6,510
+308
| +5% | +$28.9K | ﹤0.01% | 383 |
|
2018
Q4 | $495K | Sell |
6,202
-1,040
| -14% | -$83K | ﹤0.01% | 399 |
|
2018
Q3 | $599K | Sell |
7,242
-88
| -1% | -$7.28K | ﹤0.01% | 411 |
|
2018
Q2 | $601K | Sell |
7,330
-500
| -6% | -$41K | ﹤0.01% | 401 |
|
2018
Q1 | $647K | Buy |
7,830
+5,100
| +187% | +$421K | 0.01% | 393 |
|
2017
Q4 | $222K | Buy |
+2,730
| New | +$222K | ﹤0.01% | 495 |
|