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

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,277 shares of MMC stock, worth $272,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,277

Previous 329 288.15%

Holding current value

$272,230

Previous $69,000 311.59%

% of portfolio

0.01%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$210.25 - $231.86 $199,317 - $219,803	948 Added 288.15%	1,277 $284,000
Q2 2024 Jul 23, 2024	SELL	$196.29 - $215.75 $1,177 - $1,294	-6 Reduced 1.79%	329 $69,000
Q1 2024 May 03, 2024	SELL	$190.17 - $207.9 $1,521 - $1,663	-8 Reduced 2.33%	335 $69,000
Q4 2023 Jan 26, 2024	BUY	$184.9 - $201.86 $2,403 - $2,624	13 Added 3.94%	343 $64,000
Q3 2023 Oct 11, 2023	BUY	$183.99 - $198.55 $1,655 - $1,786	9 Added 2.8%	330 $62,000
Q2 2023 Aug 08, 2023	BUY	$167.72 - $188.08 $2,515 - $2,821	15 Added 4.9%	321 $60,000
Q4 2022 Jan 30, 2023	SELL	$151.9 - $173.89 $3,493 - $3,999	-23 Reduced 6.99%	306 $50,000
Q3 2022 Nov 14, 2022	SELL	$148.35 - $173.16 $70,169 - $81,904	-473 Reduced 58.98%	329 $49,000
Q2 2022 Jul 22, 2022	SELL	$144.34 - $178.7 $8,227 - $10,185	-57 Reduced 6.64%	802 $124,000
Q4 2021 Feb 09, 2022	SELL	$151.74 - $173.89 $8,345 - $9,563	-55 Reduced 6.02%	859 $149,000
Q2 2021 Jul 08, 2021	SELL	$123.15 - $140.94 $48,397 - $55,389	-393 Reduced 30.07%	914 $130,000
Q1 2021 Jun 17, 2021	BUY	$107.6 - $121.88 $4,734 - $5,362	44 Added 3.48%	1,307 $177,000
Q4 2020 May 19, 2021	BUY	$102.95 - $118.69 $83,286 - $96,020	809 Added 178.19%	1,263 $104,000
Q3 2020 Sep 07, 2021	SELL	$107.35 - $118.91 $2,469 - $2,734	-23 Reduced 4.82%	454 $51,000
Q2 2020 Sep 07, 2021	SELL	$79.9 - $111.49 $3,196 - $4,459	-40 Reduced 7.74%	477 $49,000
Q1 2020 Sep 07, 2021	SELL	$76.69 - $119.45 $2,224 - $3,464	-29 Reduced 5.31%	517 $44,000
Q1 2019 Sep 07, 2021	BUY	$78.01 - $93.9 $4,368 - $5,258	56 Added 11.43%	546 $51,000
Q4 2018 Sep 07, 2021	BUY	$75.52 - $89.1 $755 - $891	10 Added 2.08%	490 $38,000
Q3 2018 Sep 07, 2021	SELL	$82.24 - $87.73 $11,349 - $12,106	-138 Reduced 22.33%	480 $39,000
Q2 2018 Sep 07, 2021	SELL	$79.09 - $84.03 $474 - $504	-6 Reduced 0.96%	618 $50,000
Q4 2017 Sep 07, 2021	SELL	$80.62 - $85.97 $115,286 - $122,937	-1,430 Reduced 69.62%	624 $50,000
Q3 2017 Sep 07, 2021	BUY	$76.88 - $84.22 $11,070 - $12,127	144 Added 7.54%	2,054 $172,000
Q1 2017 Sep 07, 2021	BUY	N/A	86 Added 4.71%	1,910 $141,000
Q3 2016 Sep 07, 2021	BUY	N/A	28 Added 1.56%	1,824 $122,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,796	1,796 $110,000

Others Institutions Holding MMC

# of Institutions

1,656

Shares Held

408M

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 $106B
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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Geneos Wealth Management Inc. Marsh & Mclennan Companies, Inc. Transaction History