A detailed history of Concord Wealth Partners transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 6,077 shares of MMC stock, worth $1.41 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,077
Previous 6,070 0.12%
Holding current value
$1.41 Million
Previous $1.28 Million 5.94%
% of portfolio
0.23%
Previous 0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$210.25 - $231.86 $1,471 - $1,623
7 Added 0.12%
6,077 $1.36 Million
Q2 2024

Jul 31, 2024

SELL
$196.29 - $215.75 $12,169 - $13,376
-62 Reduced 1.01%
6,070 $1.28 Million
Q1 2024

Apr 30, 2024

SELL
$190.17 - $207.9 $1,901 - $2,079
-10 Reduced 0.16%
6,132 $1.26 Million
Q4 2023

Apr 30, 2024

BUY
$184.9 - $201.86 $196,363 - $214,375
1,062 Added 20.91%
6,142 $1.16 Million
Q4 2023

Feb 05, 2024

BUY
$184.9 - $201.86 $196,363 - $214,375
1,062 Added 20.91%
6,142 $1.16 Million
Q3 2023

Apr 30, 2024

SELL
$183.99 - $198.55 $195,397 - $210,860
-1,062 Reduced 17.29%
5,080 $966,000
Q3 2023

Oct 25, 2023

BUY
$183.99 - $198.55 $888,303 - $958,599
4,828 Added 1915.87%
5,080 $966,000
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $12,075 - $13,541
72 Added 40.0%
252 $47,000
Q1 2023

Apr 26, 2023

SELL
$154.08 - $175.66 $34,359 - $39,172
-223 Reduced 55.33%
180 $29,000
Q4 2022

Jan 27, 2023

BUY
$151.9 - $173.89 $61,215 - $70,077
403 New
403 $66,000
Q2 2022

Aug 04, 2022

SELL
$144.34 - $178.7 $2,598 - $3,216
-18 Reduced 1.76%
1,006 $156,000
Q1 2022

Apr 20, 2022

BUY
$147.31 - $171.84 $2,651 - $3,093
18 Added 1.79%
1,024 $175,000
Q4 2021

Jan 21, 2022

BUY
$151.74 - $173.89 $79,663 - $91,292
525 Added 109.15%
1,006 $175,000
Q3 2021

Nov 09, 2021

SELL
$139.04 - $160.48 $61,733 - $71,253
-444 Reduced 48.0%
481 $73,000
Q2 2021

Jul 29, 2021

SELL
$123.15 - $140.94 $14,778 - $16,912
-120 Reduced 11.48%
925 $130,000
Q1 2021

May 13, 2021

BUY
$107.6 - $121.88 $111,688 - $126,511
1,038 Added 14828.57%
1,045 $127,000
Q4 2020

Feb 16, 2021

BUY
$102.95 - $118.69 $720 - $830
7 New
7 $1,000

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 $115B
  • 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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