A detailed history of Accurate Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 14,332 shares of MMC stock, worth $3.03 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
14,332
Previous 14,635 2.07%
Holding current value
$3.03 Million
Previous $3.08 Million 3.7%
% of portfolio
0.69%
Previous 0.72%

Shares

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

Oct 17, 2024

SELL
$210.25 - $231.86 $63,705 - $70,253
-303 Reduced 2.07%
14,332 $3.2 Million
Q2 2024

Jul 17, 2024

SELL
$196.29 - $215.75 $29,443 - $32,362
-150 Reduced 1.01%
14,635 $3.08 Million
Q1 2024

Apr 22, 2024

SELL
$190.17 - $207.9 $42,978 - $46,985
-226 Reduced 1.51%
14,785 $3.05 Million
Q4 2023

Jan 12, 2024

SELL
$184.9 - $201.86 $69,707 - $76,101
-377 Reduced 2.45%
15,011 $2.84 Million
Q3 2023

Oct 23, 2023

BUY
$183.99 - $198.55 $78,195 - $84,383
425 Added 2.84%
15,388 $2.93 Million
Q2 2023

Jul 24, 2023

BUY
$167.72 - $188.08 $590,038 - $661,665
3,518 Added 30.74%
14,963 $2.81 Million
Q1 2023

Apr 13, 2023

BUY
$154.08 - $175.66 $201,074 - $229,236
1,305 Added 12.87%
11,445 $1.91 Million
Q4 2022

Jan 11, 2023

SELL
$151.9 - $173.89 $1.3 Million - $1.49 Million
-8,555 Reduced 45.76%
10,140 $0
Q3 2022

Nov 14, 2022

BUY
$148.35 - $173.16 $2.77 Million - $3.24 Million
18,695 New
18,695 $2.9 Million
Q2 2022

Aug 04, 2022

SELL
$144.34 - $178.7 $1.38 Million - $1.71 Million
-9,594 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$147.31 - $171.84 $1.02 Million - $1.19 Million
6,902 Added 256.39%
9,594 $1.64 Million
Q4 2021

Feb 08, 2022

BUY
$151.74 - $173.89 $12,290 - $14,085
81 Added 3.1%
2,692 $439,000
Q3 2021

Oct 22, 2021

BUY
$139.04 - $160.48 $63,263 - $73,018
455 Added 21.1%
2,611 $415,000
Q2 2021

Aug 25, 2021

BUY
$123.15 - $140.94 $265,511 - $303,866
2,156 New
2,156 $303,000

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 $105B
  • 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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