A detailed history of Journey Strategic Wealth LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,747 shares of MMC stock, worth $578,847. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,747
Previous 2,169 26.65%
Holding current value
$578,847
Previous $410,000 37.8%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$190.17 - $207.9 $109,918 - $120,166
578 Added 26.65%
2,747 $565,000
Q4 2023

Feb 09, 2024

BUY
$184.9 - $201.86 $114,268 - $124,749
618 Added 39.85%
2,169 $410,000
Q3 2023

Nov 08, 2023

BUY
$183.99 - $198.55 $65,132 - $70,286
354 Added 29.57%
1,551 $295,000
Q2 2023

Aug 14, 2023

SELL
$167.72 - $188.08 $230,782 - $258,798
-1,376 Reduced 53.48%
1,197 $225,000
Q1 2023

May 11, 2023

BUY
$154.08 - $175.66 $126,191 - $143,865
819 Added 46.69%
2,573 $428,000
Q4 2022

Feb 14, 2023

BUY
$151.9 - $173.89 $266,432 - $305,003
1,754 New
1,754 $290,000
Q2 2022

Aug 15, 2022

SELL
$144.34 - $178.7 $199,044 - $246,427
-1,379 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$147.31 - $171.84 $3,535 - $4,124
24 Added 1.77%
1,379 $235,000
Q4 2021

Feb 14, 2022

BUY
$151.74 - $173.89 $205,607 - $235,620
1,355 New
1,355 $236,000

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 $105B
  • 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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