Buckingham Strategic Wealth, LLC Marsh & Mclennan Companies, Inc. Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,923 shares of MMC stock, worth $933,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,923

Previous 4,053 3.21%

Holding current value

$933,046

Previous $834,000 0.96%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$196.29 - $215.75 $25,517 - $28,047	-130 Reduced 3.21%	3,923 $826,000
Q1 2024 May 09, 2024	SELL	$190.17 - $207.9 $22,249 - $24,324	-117 Reduced 2.81%	4,053 $834,000
Q4 2023 Feb 14, 2024	BUY	$184.9 - $201.86 $34,576 - $37,747	187 Added 4.69%	4,170 $790,000
Q3 2023 Nov 13, 2023	BUY	$183.99 - $198.55 $2,391 - $2,581	13 Added 0.33%	3,983 $757,000
Q2 2023 Aug 11, 2023	BUY	$167.72 - $188.08 $23,313 - $26,143	139 Added 3.63%	3,970 $746,000
Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $45,873 - $52,514	302 Added 8.56%	3,831 $633,000
Q3 2022 Nov 07, 2022	BUY	$148.35 - $173.16 $4,005 - $4,675	27 Added 0.77%	3,529 $527,000
Q2 2022 Aug 12, 2022	BUY	$144.34 - $178.7 $21,795 - $26,983	151 Added 4.51%	3,502 $544,000
Q1 2022 May 10, 2022	SELL	$147.31 - $171.84 $39,626 - $46,224	-269 Reduced 7.43%	3,351 $571,000
Q4 2021 Feb 09, 2022	BUY	$151.74 - $173.89 $19,574 - $22,431	129 Added 3.7%	3,620 $629,000
Q3 2021 Nov 10, 2021	BUY	$139.04 - $160.48 $211,340 - $243,929	1,520 Added 77.12%	3,491 $529,000
Q2 2021 Aug 06, 2021	BUY	$123.15 - $140.94 $246 - $281	2 Added 0.1%	1,971 $277,000
Q1 2021 Apr 30, 2021	BUY	$107.6 - $121.88 $10,652 - $12,066	99 Added 5.29%	1,969 $240,000
Q4 2020 Feb 16, 2021	BUY	$102.95 - $118.69 $192,516 - $221,950	1,870 New	1,870 $219,000
Q3 2020 Nov 12, 2020	SELL	$107.35 - $118.91 $412,116 - $456,495	-3,839 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$79.9 - $111.49 $58,167 - $81,164	-728 Reduced 15.94%	3,839 $412,000
Q1 2020 May 07, 2020	BUY	$76.69 - $119.45 $51,075 - $79,553	666 Added 17.07%	4,567 $395,000
Q4 2019 Feb 04, 2020	BUY	$95.25 - $112.32 $101,441 - $119,620	1,065 Added 37.55%	3,901 $435,000
Q3 2019 Nov 12, 2019	SELL	$95.66 - $103.13 $103,504 - $111,586	-1,082 Reduced 27.62%	2,836 $284,000
Q2 2019 Aug 05, 2019	BUY	$92.5 - $99.75 $78,625 - $84,787	850 Added 27.71%	3,918 $391,000
Q1 2019 May 02, 2019	BUY	$78.01 - $93.9 $3,354 - $4,037	43 Added 1.42%	3,068 $288,000
Q4 2018 Feb 11, 2019	BUY	$75.52 - $89.1 $14,801 - $17,463	196 Added 6.93%	3,025 $241,000
Q3 2018 Nov 02, 2018	BUY	$82.24 - $87.73 $5,756 - $6,141	70 Added 2.54%	2,829 $234,000
Q1 2018 May 14, 2018	SELL	$79.31 - $85.87 $5,393 - $5,839	-68 Reduced 2.41%	2,759 $228,000
Q4 2017 Feb 12, 2018	SELL	$80.62 - $85.97 $1,128 - $1,203	-14 Reduced 0.49%	2,827 $230,000
Q3 2017 Nov 08, 2017	BUY	$76.88 - $84.22 $218,416 - $239,269	2,841	2,841 $238,000

Others Institutions Holding MMC

# of Institutions

1,712

Shares Held

423M

Call Options Held

474K

Put Options Held

563K

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 $118B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Marsh & Mclennan Companies, Inc. Transaction History