A detailed history of Defined Wealth Management, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,146 shares of MMC stock, worth $671,576. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,146
Previous 3,131 0.48%
Holding current value
$671,576
Previous $659,000 6.37%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Oct 31, 2024

BUY
$210.25 - $231.86 $3,153 - $3,477
15 Added 0.48%
3,146 $701,000
Q2 2024

Aug 05, 2024

BUY
$196.29 - $215.75 $3,140 - $3,452
16 Added 0.51%
3,131 $659,000
Q1 2024

Apr 15, 2024

SELL
$190.17 - $207.9 $570 - $623
-3 Reduced 0.1%
3,115 $641,000
Q4 2023

Jan 09, 2024

BUY
$184.9 - $201.86 $924 - $1,009
5 Added 0.16%
3,118 $590,000
Q3 2023

Oct 24, 2023

BUY
$183.99 - $198.55 $2,943 - $3,176
16 Added 0.52%
3,113 $592,000
Q2 2023

Jul 28, 2023

BUY
$167.72 - $188.08 $335 - $376
2 Added 0.06%
3,097 $582,000
Q4 2020

Mar 09, 2021

BUY
$102.95 - $118.69 $318,630 - $367,345
3,095 New
3,095 $362,000

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
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