Avidian Wealth Solutions, LLC Marsh & Mclennan Companies, Inc. Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,220 shares of MMC stock, worth $275,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,220

Previous 1,096 11.31%

Holding current value

$275,073

Previous $232,000 28.02%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$208.48 - $244.03 $25,851 - $30,259	124 Added 11.31%	1,220 $297,000
Q4 2024 Jan 29, 2025	SELL	$209.89 - $233.24 $3,148 - $3,498	-15 Reduced 1.35%	1,096 $232,000
Q3 2024 Oct 30, 2024	BUY	$210.25 - $231.86 $3,153 - $3,477	15 Added 1.37%	1,111 $247,000
Q2 2024 Aug 06, 2024	BUY	$196.29 - $215.75 $215,133 - $236,462	1,096 New	1,096 $230,000
Q1 2023 May 08, 2023	SELL	$154.08 - $175.66 $62,556 - $71,317	-406 Reduced 10.99%	3,288 $547,000
Q4 2022 Feb 06, 2023	SELL	$151.9 - $173.89 $8,354 - $9,563	-55 Reduced 1.47%	3,694 $611,000
Q3 2022 Nov 03, 2022	SELL	$148.35 - $173.16 $890 - $1,038	-6 Reduced 0.16%	3,749 $560,000
Q2 2022 Jul 29, 2022	SELL	$144.34 - $178.7 $2,309 - $2,859	-16 Reduced 0.42%	3,755 $583,000
Q1 2022 May 10, 2022	BUY	$147.31 - $171.84 $32,555 - $37,976	221 Added 6.23%	3,771 $643,000
Q4 2021 Feb 14, 2022	BUY	$151.74 - $173.89 $22,761 - $26,083	150 Added 4.41%	3,550 $617,000
Q3 2021 Nov 10, 2021	BUY	$139.04 - $160.48 $45,883 - $52,958	330 Added 10.75%	3,400 $515,000
Q2 2021 Aug 09, 2021	BUY	$123.15 - $140.94 $11,452 - $13,107	93 Added 3.12%	3,070 $432,000
Q1 2021 May 05, 2021	SELL	$107.6 - $121.88 $12,051 - $13,650	-112 Reduced 3.63%	2,977 $363,000
Q4 2020 Feb 09, 2021	BUY	$102.95 - $118.69 $34,282 - $39,523	333 Added 12.08%	3,089 $361,000
Q3 2020 Feb 03, 2021	BUY	$107.35 - $118.91 $295,856 - $327,715	2,756 New	2,756 $316,000
Q3 2020 Nov 06, 2020	SELL	$107.35 - $118.91 $290,918 - $322,246	-2,710 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$79.9 - $111.49 $27,325 - $38,129	342 Added 14.44%	2,710 $291,000
Q1 2020 Apr 22, 2020	BUY	$76.69 - $119.45 $16,411 - $25,562	214 Added 9.94%	2,368 $205,000
Q4 2019 Feb 13, 2020	BUY	$95.25 - $112.32 $205,168 - $241,937	2,154 New	2,154 $240,000

Others Institutions Holding MMC

# of Institutions

1,770

Shares Held

416M

Call Options Held

474K

Put Options Held

566K

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $112B
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...

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Avidian Wealth Solutions, LLC Marsh & Mclennan Companies, Inc. Transaction History