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

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 6,116 shares of MMC stock, worth $1.34 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

6,116

Previous 6,112 0.07%

Holding current value

$1.34 Million

Previous $1.36 Million 4.7%

% of portfolio

0.57%

Previous 0.61%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$209.89 - $233.24 $839 - $932	4 Added 0.07%	6,116 $1.3 Million
Q3 2024 Oct 11, 2024	SELL	$210.25 - $231.86 $31,327 - $34,547	-149 Reduced 2.38%	6,112 $1.36 Million
Q2 2024 Aug 13, 2024	SELL	$196.29 - $215.75 $24,536 - $26,968	-125 Reduced 1.96%	6,261 $1.32 Million
Q1 2024 May 10, 2024	BUY	$190.17 - $207.9 $535,138 - $585,030	2,814 Added 78.78%	6,386 $1.32 Million
Q4 2023 Jan 30, 2024	SELL	$184.9 - $201.86 $544,715 - $594,679	-2,946 Reduced 45.2%	3,572 $676,000
Q3 2023 Nov 15, 2023	BUY	$183.99 - $198.55 $4,967 - $5,360	27 Added 0.42%	6,518 $1.24 Million
Q2 2023 Aug 10, 2023	SELL	$167.72 - $188.08 $27,170 - $30,468	-162 Reduced 2.43%	6,491 $1.22 Million
Q1 2023 Apr 28, 2023	BUY	$154.08 - $175.66 $12,326 - $14,052	80 Added 1.22%	6,653 $1.11 Million
Q4 2022 Jan 25, 2023	SELL	$151.9 - $173.89 $6,076 - $6,955	-40 Reduced 0.6%	6,573 $0
Q3 2022 Nov 14, 2022	BUY	$148.35 - $173.16 $14,835 - $17,316	100 Added 1.54%	6,613 $987,000
Q2 2022 Jul 12, 2022	SELL	$144.34 - $178.7 $25,259 - $31,272	-175 Reduced 2.62%	6,513 $1.01 Million
Q1 2022 May 16, 2022	BUY	$147.31 - $171.84 $38,300 - $44,678	260 Added 4.04%	6,688 $1.14 Million
Q4 2021 Feb 08, 2022	SELL	$151.74 - $173.89 $34,141 - $39,125	-225 Reduced 3.38%	6,428 $1.12 Million
Q2 2021 Aug 13, 2021	SELL	$123.15 - $140.94 $6,157 - $7,047	-50 Reduced 0.75%	6,653 $936,000
Q1 2021 May 13, 2021	SELL	$107.6 - $121.88 $40,888 - $46,314	-380 Reduced 5.36%	6,703 $816,000
Q2 2020 Aug 13, 2020	SELL	$79.9 - $111.49 $68,474 - $95,546	-857 Reduced 10.79%	7,083 $761,000
Q1 2020 May 12, 2020	BUY	$76.69 - $119.45 $65,186 - $101,532	850 Added 11.99%	7,940 $686,000
Q4 2019 Feb 05, 2020	SELL	$95.25 - $112.32 $10,668 - $12,579	-112 Reduced 1.56%	7,090 $790,000
Q2 2019 Aug 07, 2019	SELL	$92.5 - $99.75 $3,700 - $3,990	-40 Reduced 0.55%	7,202 $718,000
Q1 2019 May 22, 2019	SELL	$78.01 - $93.9 $26,523 - $31,926	-340 Reduced 4.48%	7,242 $680,000
Q4 2018 Feb 14, 2019	SELL	$75.52 - $89.1 $38,364 - $45,262	-508 Reduced 6.28%	7,582 $604,000
Q3 2018 Oct 11, 2018	BUY	$82.24 - $87.73 $24,672 - $26,319	300 Added 3.85%	8,090 $669 Million
Q2 2018 Aug 22, 2018	SELL	$79.09 - $84.03 $11,863 - $12,604	-150 Reduced 1.89%	7,790 $639 Million
Q1 2018 May 10, 2018	BUY	$79.31 - $85.87 $629,721 - $681,807	7,940 New	7,940 $656 Million

Others Institutions Holding MMC

# of Institutions

1,658

Shares Held

407M

Call Options Held

1.48M

Put Options Held

1.49M

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 $109B
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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Elmwood Wealth Management, Inc. Marsh & Mclennan Companies, Inc. Transaction History