A detailed history of Jfs Wealth Advisors, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 211 shares of MMC stock, worth $48,070. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Previous 207 1.93%
Holding current value
$48,070
Previous $43,000 9.3%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$210.25 - $231.86 $841 - $927
4 Added 1.93%
211 $47,000
Q2 2024

Jul 15, 2024

SELL
$196.29 - $215.75 $3,729 - $4,099
-19 Reduced 8.41%
207 $43,000
Q1 2024

Apr 30, 2024

SELL
$190.17 - $207.9 $8,367 - $9,147
-44 Reduced 16.3%
226 $46,000
Q4 2023

Feb 07, 2024

BUY
$184.9 - $201.86 $22,742 - $24,828
123 Added 83.67%
270 $51,000
Q2 2023

Aug 07, 2023

BUY
$167.72 - $188.08 $1,006 - $1,128
6 Added 4.26%
147 $27,000
Q1 2023

Apr 19, 2023

SELL
$154.08 - $175.66 $1,694 - $1,932
-11 Reduced 7.24%
141 $23,000
Q4 2022

Feb 13, 2023

BUY
$151.9 - $173.89 $759 - $869
5 Added 3.4%
152 $25,000
Q3 2022

Oct 21, 2022

BUY
$148.35 - $173.16 $5,340 - $6,233
36 Added 32.43%
147 $22,000
Q2 2022

Aug 02, 2022

SELL
$144.34 - $178.7 $1,299 - $1,608
-9 Reduced 7.5%
111 $17,000
Q1 2022

May 02, 2022

BUY
$147.31 - $171.84 $8,985 - $10,482
61 Added 103.39%
120 $20,000
Q4 2021

Feb 03, 2022

BUY
$151.74 - $173.89 $5,310 - $6,086
35 Added 145.83%
59 $10,000
Q3 2021

Nov 09, 2021

BUY
$139.04 - $160.48 $3,336 - $3,851
24 New
24 $4,000
Q1 2021

Apr 28, 2021

SELL
$107.6 - $121.88 $6,133 - $6,947
-57 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$102.95 - $118.69 $5,868 - $6,765
57 New
57 $7,000
Q2 2020

Aug 05, 2020

SELL
$79.9 - $111.49 $95,880 - $133,788
-1,200 Closed
0 $0
Q2 2018

Jul 26, 2018

SELL
$79.09 - $84.03 $83,756 - $88,987
-1,059 Reduced 46.88%
1,200 $98,000
Q3 2017

Oct 20, 2017

BUY
$76.88 - $84.22 $173,671 - $190,252
2,259
2,259 $189,000

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 $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...
More about MMC
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