A detailed history of 9258 Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,093 shares of MMC stock, worth $687,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,093
Previous 2,972 4.07%
Holding current value
$687,079
Previous $626,000 10.22%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$210.25 - $231.86 $25,440 - $28,055
121 Added 4.07%
3,093 $690,000
Q2 2024

Aug 02, 2024

BUY
$196.29 - $215.75 $588 - $647
3 Added 0.1%
2,972 $626,000
Q1 2024

May 03, 2024

BUY
$190.17 - $207.9 $380 - $415
2 Added 0.07%
2,969 $611,000
Q4 2023

Feb 06, 2024

SELL
$184.9 - $201.86 $12,943 - $14,130
-70 Reduced 2.3%
2,967 $562,000
Q1 2023

May 03, 2023

SELL
$154.08 - $175.66 $2,003 - $2,283
-13 Reduced 0.43%
3,037 $505,000
Q4 2022

Feb 03, 2023

BUY
$151.9 - $173.89 $190,026 - $217,536
1,251 Added 69.54%
3,050 $504,000
Q3 2022

Nov 08, 2022

SELL
$148.35 - $173.16 $25,812 - $30,129
-174 Reduced 8.82%
1,799 $269,000
Q2 2022

Aug 04, 2022

BUY
$144.34 - $178.7 $284,782 - $352,575
1,973 New
1,973 $306,000

Others Institutions Holding MMC

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $110B
  • Description
  • Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer...
More about MMC
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