A detailed history of Marcum Wealth, LLC transactions in Marsh & Mclennan Companies, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,362 shares of MMC stock, worth $310,290. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,362
Previous 1,592 14.45%
Holding current value
$310,290
Previous $335,000 9.55%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

SELL
$210.25 - $231.86 $48,357 - $53,327
-230 Reduced 14.45%
1,362 $303,000
Q2 2024

Jul 02, 2024

BUY
$196.29 - $215.75 $63,597 - $69,903
324 Added 25.55%
1,592 $335,000
Q1 2024

Apr 10, 2024

BUY
$190.17 - $207.9 $19,397 - $21,205
102 Added 8.75%
1,268 $261,000
Q4 2023

Jan 10, 2024

SELL
$184.9 - $201.86 $6,656 - $7,266
-36 Reduced 3.0%
1,166 $220,000
Q3 2023

Oct 10, 2023

SELL
$183.99 - $198.55 $4,967 - $5,360
-27 Reduced 2.2%
1,202 $228,000
Q2 2023

Jul 13, 2023

SELL
$167.72 - $188.08 $1,844 - $2,068
-11 Reduced 0.89%
1,229 $231,000
Q1 2023

Apr 19, 2023

BUY
$154.08 - $175.66 $191,059 - $217,818
1,240 New
1,240 $206,000

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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