Evoke Wealth, LLC Marsh & Mclennan Companies, Inc. Transaction History

Evoke Wealth, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$190.17 - $207.9 $15,213 - $16,632	80 Added 6.36%	1,338 $275,000
Q4 2023 Feb 12, 2024	BUY	$184.9 - $201.86 $9,799 - $10,698	53 Added 4.4%	1,258 $238,000
Q3 2023 Nov 13, 2023	BUY	$183.99 - $198.55 $221,707 - $239,252	1,205 New	1,205 $229,000
Q3 2022 Nov 07, 2022	BUY	$148.35 - $173.16 $174,311 - $203,463	1,175 Added 575.98%	1,379 $206,000
Q2 2022 Aug 04, 2022	BUY	$144.34 - $178.7 $5,196 - $6,433	36 Added 21.43%	204 $32,000
Q1 2022 May 10, 2022	SELL	$147.31 - $171.84 $18,855 - $21,995	-128 Reduced 43.24%	168 $29,000
Q4 2021 Feb 09, 2022	BUY	$151.74 - $173.89 $303 - $347	2 Added 0.68%	296 $52,000
Q3 2021 Nov 12, 2021	SELL	$139.04 - $160.48 $2,502 - $2,888	-18 Reduced 5.77%	294 $44,000
Q2 2021 Aug 05, 2021	SELL	$123.15 - $140.94 $6,403 - $7,328	-52 Reduced 14.29%	312 $44,000
Q1 2021 May 13, 2021	BUY	$107.6 - $121.88 $25,824 - $29,251	240 Added 193.55%	364 $44,000
Q4 2020 Feb 12, 2021	BUY	$102.95 - $118.69 $102 - $118	1 Added 0.81%	124 $15,000
Q3 2020 Nov 13, 2020	SELL	$107.35 - $118.91 $214 - $237	-2 Reduced 1.6%	123 $14,000
Q2 2020 Aug 10, 2020	SELL	$79.9 - $111.49 $38,751 - $54,072	-485 Reduced 79.51%	125 $14,000
Q1 2020 May 07, 2020	SELL	$76.69 - $119.45 $109,436 - $170,455	-1,427 Reduced 70.05%	610 $52.7 Million
Q4 2019 Feb 07, 2020	BUY	$95.25 - $112.32 $46,767 - $55,149	491 Added 31.76%	2,037 $227 Million
Q3 2019 Nov 12, 2019	BUY	$95.66 - $103.13 $147,890 - $159,438	1,546 New	1,546 $155 Million

1,590

416M

1.16M

587K

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...

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