A detailed history of Legacy Capital Wealth Partners, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 4,468 shares of MMC stock, worth $956,330. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,468
Previous 4,714 5.22%
Holding current value
$956,330
Previous $993,000 0.3%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Nov 04, 2024

SELL
$210.25 - $231.86 $51,721 - $57,037
-246 Reduced 5.22%
4,468 $996,000
Q2 2024

Aug 01, 2024

BUY
$196.29 - $215.75 $925,311 - $1.02 Million
4,714 New
4,714 $993,000
Q4 2023

Feb 05, 2024

SELL
$184.9 - $201.86 $96,887 - $105,774
-524 Reduced 11.6%
3,992 $756,000
Q3 2023

Oct 16, 2023

BUY
$183.99 - $198.55 $830,898 - $896,651
4,516 New
4,516 $859,000
Q1 2023

May 10, 2023

BUY
$154.08 - $175.66 $666,550 - $759,905
4,326 New
4,326 $720,000

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 $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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.