A detailed history of Fsm Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,498 shares of MMC stock, worth $324,886. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,498
Previous 1,383 8.32%
Holding current value
$324,886
Previous $308,000 3.25%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$209.89 - $233.24 $24,137 - $26,822
115 Added 8.32%
1,498 $318,000
Q3 2024

Oct 30, 2024

BUY
$210.25 - $231.86 $21,235 - $23,417
101 Added 7.88%
1,383 $308,000
Q2 2024

Jul 12, 2024

BUY
$196.29 - $215.75 $1,766 - $1,941
9 Added 0.71%
1,282 $270,000
Q1 2024

May 14, 2024

BUY
$190.17 - $207.9 $22,630 - $24,740
119 Added 10.31%
1,273 $262,000
Q4 2023

May 14, 2024

SELL
$184.9 - $201.86 $1,849 - $2,018
-10 Reduced 0.86%
1,154 $218,000
Q3 2023

Nov 14, 2023

BUY
$183.99 - $198.55 $214,164 - $231,112
1,164 New
1,164 $221,000

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 $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...
More about MMC
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.