A detailed history of Capital Wealth Planning, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 1,596 shares of MMC stock, worth $352,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,596
Previous 1,400 14.0%
Holding current value
$352,971
Previous $288,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$196.29 - $215.75 $38,472 - $42,287
196 Added 14.0%
1,596 $336,000
Q2 2023

Aug 04, 2023

SELL
$167.72 - $188.08 $12,411 - $13,917
-74 Reduced 5.02%
1,400 $263,000
Q1 2023

May 04, 2023

BUY
$154.08 - $175.66 $11,401 - $12,998
74 Added 5.29%
1,474 $245,000
Q3 2022

Nov 09, 2022

BUY
$148.35 - $173.16 $207,690 - $242,424
1,400 New
1,400 $209,000
Q2 2022

Aug 08, 2022

SELL
$144.34 - $178.7 $202,076 - $250,179
-1,400 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$151.74 - $173.89 $212,436 - $243,445
1,400 New
1,400 $243,000

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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