Curi Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$144.34 - $178.7 $17,176 - $21,265	-119 Reduced 7.77%	1,412 $219,000
Q1 2022 May 06, 2022	BUY	$147.31 - $171.84 $65,994 - $76,984	448 Added 41.37%	1,531 $260,000
Q4 2021 Feb 09, 2022	BUY	$151.74 - $173.89 $164,334 - $188,322	1,083 New	1,083 $188,000
Q1 2021 Apr 29, 2021	SELL	$107.6 - $121.88 $116,638 - $132,117	-1,084 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$102.95 - $118.69 $111,597 - $128,659	1,084 New	1,084 $126,000

1,655

407M

1.48M

1.49M

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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