A detailed history of Cassaday & CO Wealth Management LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,106 shares of MMC stock, worth $446,450. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,106
Previous 2,053 2.58%
Holding current value
$446,450
Previous $388,000 11.6%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$190.17 - $207.9 $10,079 - $11,018
53 Added 2.58%
2,106 $433,000
Q4 2023

Feb 09, 2024

SELL
$184.9 - $201.86 $369 - $403
-2 Reduced 0.1%
2,053 $388,000
Q3 2023

Nov 06, 2023

BUY
$183.99 - $198.55 $6,623 - $7,147
36 Added 1.78%
2,055 $391,000
Q2 2023

Aug 07, 2023

SELL
$167.72 - $188.08 $2,683 - $3,009
-16 Reduced 0.79%
2,019 $379,000
Q4 2022

Feb 07, 2023

BUY
$151.9 - $173.89 $309,116 - $353,866
2,035 New
2,035 $0

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 $105B
  • 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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