A detailed history of Dougherty Wealth Advisers LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 355 shares of MMC stock, worth $74,805. This represents 0.06% of its overall portfolio holdings.

Number of Shares
355
Previous 443 19.86%
Holding current value
$74,805
Previous $83,000 12.05%
% of portfolio
0.06%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$190.17 - $207.9 $16,734 - $18,295
-88 Reduced 19.86%
355 $73,000
Q2 2023

Aug 03, 2023

SELL
$167.72 - $188.08 $8,386 - $9,404
-50 Reduced 10.14%
443 $83,000
Q1 2023

Apr 14, 2023

SELL
$154.08 - $175.66 $75,961 - $86,600
-493 Reduced 50.0%
493 $82,000
Q4 2018

Feb 11, 2019

BUY
$75.52 - $89.1 $74,462 - $87,852
986 New
986 $88,000

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 $105B
  • 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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