Buckley Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History

Buckley Wealth Management, LLC

$308 Million
Q1 2024

A detailed history of Buckley Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Buckley Wealth Management, LLC holds 3,273 shares of MMC stock, worth $701,272. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,273

Previous 3,369 2.85%

Holding current value

$701,272

Previous $638,000 5.64%

% of portfolio

0.22%

Previous 0.22%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$190.17 - $207.9 $18,256 - $19,958	-96 Reduced 2.85%	3,273 $674,000
Q4 2023 Jan 18, 2024	SELL	$184.9 - $201.86 $4,992 - $5,450	-27 Reduced 0.8%	3,369 $638,000
Q3 2023 Oct 13, 2023	SELL	$183.99 - $198.55 $175,158 - $189,019	-952 Reduced 21.9%	3,396 $646,000
Q2 2023 Jul 11, 2023	BUY	$167.72 - $188.08 $187,175 - $209,897	1,116 Added 34.53%	4,348 $817,000
Q1 2023 Apr 14, 2023	BUY	$154.08 - $175.66 $63,172 - $72,020	410 Added 14.53%	3,232 $538,000

Q4 2022 Feb 09, 2023	BUY	$151.9 - $173.89 $5,316 - $6,086	35 Added 1.26%	2,822 $466,000
Q3 2022 Nov 14, 2022	SELL	$148.35 - $173.16 $105,180 - $122,770	-709 Reduced 20.28%	2,787 $416,000
Q2 2022 Aug 04, 2022	SELL	$144.34 - $178.7 $8,516 - $10,543	-59 Reduced 1.66%	3,496 $543,000
Q1 2022 May 06, 2022	BUY	$147.31 - $171.84 $154,233 - $179,916	1,047 Added 41.75%	3,555 $606,000
Q4 2021 Feb 02, 2022	SELL	$151.74 - $173.89 $206,366 - $236,490	-1,360 Reduced 35.16%	2,508 $436,000
Q3 2021 Nov 09, 2021	BUY	$139.04 - $160.48 $45,048 - $51,995	324 Added 9.14%	3,868 $586,000
Q2 2021 Jul 27, 2021	BUY	$123.15 - $140.94 $9,359 - $10,711	76 Added 2.19%	3,544 $499,000
Q1 2021 Apr 30, 2021	BUY	$107.6 - $121.88 $48,635 - $55,089	452 Added 14.99%	3,468 $422,000
Q4 2020 Jan 20, 2021	BUY	$102.95 - $118.69 $7,824 - $9,020	76 Added 2.59%	3,016 $353,000
Q3 2020 Oct 19, 2020	SELL	$107.35 - $118.91 $103,914 - $115,104	-968 Reduced 24.77%	2,940 $337,000
Q1 2020 Apr 10, 2020	BUY	$76.69 - $119.45 $88,883 - $138,442	1,159 Added 42.16%	3,908 $338,000
Q4 2019 Jan 16, 2020	SELL	$95.25 - $112.32 $16,764 - $19,768	-176 Reduced 6.02%	2,749 $306,000
Q3 2019 Oct 11, 2019	SELL	$95.66 - $103.13 $76,910 - $82,916	-804 Reduced 21.56%	2,925 $293,000
Q2 2019 Jul 19, 2019	BUY	$92.5 - $99.75 $10,730 - $11,571	116 Added 3.21%	3,729 $372,000
Q1 2019 Apr 11, 2019	SELL	$78.01 - $93.9 $108,589 - $130,708	-1,392 Reduced 27.81%	3,613 $339,000
Q4 2018 Feb 01, 2019	BUY	$75.52 - $89.1 $16,236 - $19,156	215 Added 4.49%	5,005 $399,000
Q3 2018 Oct 25, 2018	BUY	$82.24 - $87.73 $3,207 - $3,421	39 Added 0.82%	4,790 $396,000
Q2 2018 Jul 31, 2018	BUY	$79.09 - $84.03 $23,015 - $24,452	291 Added 6.52%	4,751 $389,000
Q1 2018 May 08, 2018	BUY	$79.31 - $85.87 $39,179 - $42,419	494 Added 12.46%	4,460 $368,000
Q4 2017 Feb 07, 2018	BUY	$80.62 - $85.97 $319,738 - $340,957	3,966	3,966 $323,000

Others Institutions Holding MMC

# of Institutions

1,536

Shares Held

408M

Call Options Held

917K

Put Options Held

654K

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 $106B
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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Buckley Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History