Heritage Wealth Management, LLC Marsh & Mclennan Companies, Inc. Transaction History

Heritage Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$151.9 - $173.89 $219,951 - $251,792	1,448 Added 105.08%	2,826 $467,000
Q1 2022 Aug 15, 2022	SELL	$147.31 - $171.84 $19,297 - $22,511	-131 Reduced 8.68%	1,378 $235,000
Q3 2021 Nov 10, 2021	BUY	$139.04 - $160.48 $20,856 - $24,072	150 Added 11.04%	1,509 $229,000
Q2 2021 Aug 11, 2021	SELL	$123.15 - $140.94 $6,773 - $7,751	-55 Reduced 3.89%	1,359 $191,000
Q1 2021 Jul 16, 2021	BUY	$107.6 - $121.88 $152,146 - $172,338	1,414 New	1,414 $172,000

1,654

408M

1.48M

1.49M

Ticker MMC
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 496,009,984
Market Cap $113B
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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