A detailed history of Continuum Advisory, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Continuum Advisory, LLC holds 1,271 shares of MMC stock, worth $272,248. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,271
Previous 801 58.68%
Holding current value
$272,248
Previous $168,000 68.45%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$210.25 - $231.86 $98,817 - $108,974
470 Added 58.68%
1,271 $283,000
Q2 2024

Jul 19, 2024

BUY
$196.29 - $215.75 $59,083 - $64,940
301 Added 60.2%
801 $168,000
Q1 2024

May 10, 2024

SELL
$190.17 - $207.9 $211,849 - $231,600
-1,114 Reduced 69.02%
500 $102,000
Q4 2023

Feb 14, 2024

BUY
$184.9 - $201.86 $15,161 - $16,552
82 Added 5.35%
1,614 $305,000
Q3 2023

Nov 13, 2023

SELL
$183.99 - $198.55 $3,679 - $3,971
-20 Reduced 1.29%
1,532 $291,000
Q2 2023

Dec 13, 2023

BUY
$167.72 - $188.08 $6,373 - $7,147
38 Added 2.51%
1,552 $291,000
Q2 2023

Aug 10, 2023

BUY
$167.72 - $188.08 $6,373 - $7,147
38 Added 2.51%
1,552 $291,000
Q1 2023

Dec 13, 2023

SELL
$154.08 - $175.66 $5,546 - $6,323
-36 Reduced 2.32%
1,514 $252,000
Q1 2023

May 12, 2023

SELL
$154.08 - $175.66 $5,546 - $6,323
-36 Reduced 2.32%
1,514 $252,000
Q4 2022

Dec 13, 2023

SELL
$151.9 - $173.89 $14,886 - $17,041
-98 Reduced 5.95%
1,550 $256,000
Q4 2022

Feb 10, 2023

SELL
$151.9 - $173.89 $14,886 - $17,041
-98 Reduced 5.95%
1,550 $256,000
Q3 2022

Dec 13, 2023

SELL
$148.35 - $173.16 $10,977 - $12,813
-74 Reduced 4.3%
1,648 $246,000
Q3 2022

Nov 08, 2022

SELL
$148.35 - $173.16 $10,977 - $12,813
-74 Reduced 4.3%
1,648 $246,000
Q2 2022

Dec 13, 2023

SELL
$144.34 - $178.7 $34,064 - $42,173
-236 Reduced 12.05%
1,722 $267,000
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $34,064 - $42,173
-236 Reduced 12.05%
1,722 $267,000
Q1 2022

Dec 13, 2023

BUY
$147.31 - $171.84 $62,754 - $73,203
426 Added 27.81%
1,958 $333,000
Q1 2022

May 17, 2022

BUY
$147.31 - $171.84 $288,432 - $336,462
1,958 New
1,958 $317,000

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 $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...
More about MMC
Track This Portfolio

Track Continuum Advisory, LLC Portfolio

Follow Continuum Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.