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 6,112 shares of MMC stock, worth $1.37 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
6,112
Previous 6,261 2.38%
Holding current value
$1.37 Million
Previous $1.32 Million 3.34%
% of portfolio
0.61%
Previous 0.64%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MARSH & MCLENNAN COMPANIES, INC.


  • Ticker MMC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 496,009,984
  • Market Cap $111B
  • 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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