LAFFER TENGLER INVESTMENTS, INC.

Holdings History for MARSH & MCLENNAN COMPANIES, INC. - COM (MRSH)

Symbol: MRSH on NYSE
Investment type: Equity / COM

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Mar 2024		-0%	$0	0	-25	-100%	$175.34	Q1 2024
31 Dec 2023	0%	+0%	$4,737	25	+25	NEW	$189.48	Q4 2023
31 Mar 2018		-0.67%	$0	0	-28,242	-100%	$175.34	Q1 2018
31 Dec 2017	0.67%	0%	$2,298,616	28,242	0		$81.39	Q4 2017
30 Sep 2017	0.72%	-0.05%	$2,366,962	28,242	-2,025	-6.7%	$83.81	Q3 2017
30 Jun 2017	0.69%	0%	$2,359,615	30,267	0		$77.96	Q2 2017
31 Mar 2017	0.68%	0%	$2,236,429	30,267	0		$73.89	Q1 2017
31 Dec 2016	0.63%	+0.19%	$2,045,746	30,267	+9,120	+43%	$67.59	Q4 2016
30 Sep 2016	0.45%	0%	$1,422,135	21,147	0		$67.25	Q3 2016
30 Jun 2016	0.46%	+0.46%	$1,447,723	21,147	+21,147	NEW	$68.46	Q2 2016
30 Jun 2015		-0.45%	$0	0	-53,562	-100%	$175.34	Q2 2015
31 Mar 2015		-0.47%	$0	0	-53,562	-100%	$175.34	Q1 2015
31 Mar 2015	0.45%	+0.45%	$3,004,293	53,562	+53,562	NEW	$56.09	Q1 2015
31 Dec 2014	0.47%	+0.47%	$3,065,888	53,562	+53,562	NEW	$57.24	Q4 2014
31 Dec 2014		-0.45%	$0	0	-53,562	-100%	$175.34	Q4 2014
30 Sep 2014	0.45%	0%	$2,803,435	53,562	0		$52.34	Q3 2014
30 Jun 2014	0.43%	-0.03%	$2,775,582	53,562	-4,117	-7.1%	$51.82	Q2 2014
31 Mar 2014	0.51%	0%	$2,843,574	57,679	0		$49.30	Q1 2014
31 Dec 2013	0.51%	0%	$2,789,356	57,679	0		$48.36	Q4 2013

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.