Carolinas Wealth Consulting LLC Marsh & Mclennan Companies, Inc. Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,116 shares of MMC stock, worth $451,702. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,116

Previous 2,016 4.96%

Holding current value

$451,702

Previous $424,000 11.32%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$210.25 - $231.86 $21,025 - $23,186	100 Added 4.96%	2,116 $472,000
Q2 2024 Aug 12, 2024	SELL	$196.29 - $215.75 $4,710 - $5,178	-24 Reduced 1.18%	2,016 $424,000
Q1 2024 May 14, 2024	BUY	$190.17 - $207.9 $760 - $831	4 Added 0.2%	2,040 $420,000
Q3 2023 Nov 14, 2023	SELL	$183.99 - $198.55 $2,575 - $2,779	-14 Reduced 0.68%	2,036 $387,000
Q2 2023 Aug 14, 2023	SELL	$167.72 - $188.08 $7,715 - $8,651	-46 Reduced 2.19%	2,050 $385,000
Q1 2023 May 15, 2023	SELL	$154.08 - $175.66 $3,852 - $4,391	-25 Reduced 1.18%	2,096 $349,000
Q4 2022 Feb 14, 2023	SELL	$151.9 - $173.89 $3,189 - $3,651	-21 Reduced 0.98%	2,121 $350,000
Q2 2022 Aug 16, 2022	BUY	$144.34 - $178.7 $144 - $178	1 Added 0.05%	2,142 $332,000
Q1 2022 May 17, 2022	BUY	$147.31 - $171.84 $4,419 - $5,155	30 Added 1.42%	2,141 $365,000
Q4 2021 Feb 14, 2022	BUY	$151.74 - $173.89 $76,780 - $87,988	506 Added 31.53%	2,111 $367,000
Q3 2021 Nov 15, 2021	SELL	$139.04 - $160.48 $118,462 - $136,728	-852 Reduced 34.68%	1,605 $243,000
Q2 2021 Aug 17, 2021	SELL	$123.15 - $140.94 $14,408 - $16,489	-117 Reduced 4.55%	2,457 $346,000
Q1 2021 May 17, 2021	BUY	$107.6 - $121.88 $322 - $365	3 Added 0.12%	2,574 $314,000
Q4 2020 Feb 16, 2021	BUY	$102.95 - $118.69 $5,662 - $6,527	55 Added 2.19%	2,571 $301,000
Q3 2020 Nov 12, 2020	BUY	$107.35 - $118.91 $256,781 - $284,432	2,392 Added 1929.03%	2,516 $289,000
Q2 2020 Aug 13, 2020	BUY	$79.9 - $111.49 $9,907 - $13,824	124 New	124 $13,000

Others Institutions Holding MMC

# of Institutions

1,655

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

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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Carolinas Wealth Consulting LLC Marsh & Mclennan Companies, Inc. Transaction History