Destination Wealth Management Marsh & Mclennan Companies, Inc. Transaction History

Destination Wealth Management

$3.14 Billion
Q1 2025

A detailed history of Destination Wealth Management transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Destination Wealth Management holds 1,033 shares of MMC stock, worth $225,317. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,033

Previous 1,282 19.42%

Holding current value

$225,317

Previous $272,000 7.35%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$208.48 - $244.03 $51,911 - $60,763	-249 Reduced 19.42%	1,033 $252,000
Q4 2024 Feb 06, 2025	BUY	$209.89 - $233.24 $25,816 - $28,688	123 Added 10.61%	1,282 $272,000
Q3 2024 Nov 25, 2024	BUY	$210.25 - $231.86 $39,527 - $43,589	188 Added 19.36%	1,159 $258,000
Q2 2024 Jul 24, 2024	SELL	$196.29 - $215.75 $16,880 - $18,554	-86 Reduced 8.14%	971 $204,000
Q1 2024 May 14, 2024	SELL	$190.17 - $207.9 $4,944 - $5,405	-26 Reduced 2.4%	1,057 $217,000
Q3 2023 Nov 14, 2023	SELL	$183.99 - $198.55 $2,575 - $2,779	-14 Reduced 1.28%	1,083 $206,000
Q2 2023 Aug 11, 2023	BUY	$167.72 - $188.08 $183,988 - $206,323	1,097 New	1,097 $206,000
Q3 2022 Nov 10, 2022	BUY	$148.35 - $173.16 $255,162 - $297,835	1,720 New	1,720 $257,000
Q2 2022 Jul 29, 2022	SELL	$144.34 - $178.7 $171,620 - $212,474	-1,189 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$147.31 - $171.84 $148,783 - $173,558	-1,010 Reduced 45.93%	1,189 $203,000
Q1 2021 May 05, 2021	SELL	$107.6 - $121.88 $26,900 - $30,470	-250 Reduced 10.21%	2,199 $268,000
Q4 2020 Feb 11, 2021	BUY	$102.95 - $118.69 $25,737 - $29,672	250 Added 11.37%	2,449 $287,000
Q2 2020 Aug 14, 2020	BUY	$79.9 - $111.49 $175,700 - $245,166	2,199 New	2,199 $236,000
Q3 2019 Nov 13, 2019	SELL	$95.66 - $103.13 $119,288 - $128,603	-1,247 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$92.5 - $99.75 $19,240 - $20,748	-208 Reduced 14.3%	1,247 $124,000
Q1 2019 May 01, 2019	BUY	$78.01 - $93.9 $11,311 - $13,615	145 Added 11.07%	1,455 $137,000
Q4 2018 Feb 05, 2019	SELL	$75.52 - $89.1 $1,208 - $1,425	-16 Reduced 1.21%	1,310 $104,000
Q3 2018 Nov 07, 2018	BUY	$82.24 - $87.73 $1,315 - $1,403	16 Added 1.22%	1,326 $110,000
Q1 2018 Apr 05, 2018	BUY	$79.31 - $85.87 $103,896 - $112,489	1,310 New	1,310 $108,000

Others Institutions Holding MMC

# of Institutions

1,798

Shares Held

423M

Call Options Held

462K

Put Options Held

458K

View Full List

About MARSH & MCLENNAN COMPANIES, INC.

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $108B
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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Destination Wealth Management Marsh & Mclennan Companies, Inc. Transaction History