Kalos Management, Inc. Marsh & Mclennan Companies, Inc. Transaction History

Kalos Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$144.34 - $178.7 $649,530 - $804,150	-4,500 Closed	0 $0
Q1 2022 Jun 21, 2022	SELL	$147.31 - $171.84 $43,014 - $50,177	-292 Reduced 6.09%	4,500 $766,000
Q4 2021 Feb 03, 2022	BUY	$151.74 - $173.89 $34,596 - $39,646	228 Added 5.0%	4,792 $785,000
Q3 2021 Nov 10, 2021	BUY	$139.04 - $160.48 $12,096 - $13,961	87 Added 1.94%	4,564 $748,000
Q2 2021 Aug 11, 2021	SELL	$123.15 - $140.94 $6,650 - $7,610	-54 Reduced 1.19%	4,477 $674,000
Q1 2021 May 13, 2021	BUY	$107.6 - $121.88 $3,335 - $3,778	31 Added 0.69%	4,531 $610,000
Q4 2020 Feb 11, 2021	SELL	$102.95 - $118.69 $1,338 - $1,542	-13 Reduced 0.29%	4,500 $512,000
Q3 2020 Nov 12, 2020	SELL	$107.35 - $118.91 $2,361 - $2,616	-22 Reduced 0.49%	4,513 $507,000
Q1 2020 May 13, 2020	BUY	$76.69 - $119.45 $347,789 - $541,705	4,535 New	4,535 $472,000

1,655

407M

1.48M

1.49M

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...

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